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Question

Laserfiche Forms Workflow Activity

asked on July 7, 2017

I am attempting to create my first Laserfiche Form along with its business process diagram. I my business process I have created an activity that will Save the Forms data to Laserfiche. I have configured out the profile it will use but am having difficulty visualizing the concept of how this works. I want to retrieve the data and then put it into my Laserfiche Repository into a designated folder but it does not give me the option under Path.

I also need to create a workflow activity in Forms so that it calls a Workflow that will create a share Point Listing. I am not sure how to write the workflow to create this task. 

Forms Config.jpg
Forms Config.jpg (64.88 KB)
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Replies

replied on July 8, 2017

What option where you expecting to see for Path?

For the workflow side, you have 2 options: add a service task to Forms that calls a workflow or have the workflow start with a rul triggered by the creation of this document from the Save to Laserfiche task.

Then in Workflow, you would add a Retrieve Business Process Variables task followed by a Create SharePoint list item task.

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