You are viewing limited content. For full access, please sign in.

Question

Question

Auto Filling a Monthly Form

Updated September 12, 2017
asked on September 11, 2017

I'm curious if this is possible and if so, what is the best way of doing this...I currently have a PO process setup in Forms that ends with the PO being stored in a repository. Is it possible to set up a workflow that pulls certain pieces of data from all stored forms that were submitted during the month to fill out a separate monthly report form at the end of each month automatically?

0 0

Replies

replied on September 11, 2017

Yes, with Workflow 10.x you can use the "Invoke Business Process" to kick off a Forms process. Once you collect your values in the workflow

  1. Set the user account to be used for the submission under "Process Initiator"
  2. Select the target form and fields under the "Fields" section
  3. Set the values under "Starting Variable Values"

0 0
replied on September 12, 2017

You'll need to store the instance and submission IDs in the repository with your forms. Then you can have a scheduled workflow that runs once a month, finds the documents created during the previous months and uses Read Business Process variables to read data from each form (using the instance and submission IDs to find the corresponding form for each).

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...