Question

Security Tag Field from Forms to Laserfiche

Version 10 Workflow

Updated October 18, 2017

asked on October 17, 2017

In Forms, I have a Security Tag field that allows the user submitting a document to choose one security tag.

Now I believe I require assistance in Workflow on how to take that chosen tag value, if it exists, and pass it to Laserfiche. Unfortunately, Assign Tags wants me to choose a specific tag. I want it to assign whatever tag was chosen (from token value = CurrentSecurityTag).

Thanks!

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Answer

SELECTED ANSWER

replied on October 17, 2017

You could script it with an SDK script activity.

        EntryInfo ei = this.BoundEntryInfo;
        String tagName  = GetTokenValue("Tag").ToString();
        TagInfo ti = Tag.GetInfo(tagName, RASession);
        ei.AssignTag(ti, "This is a comment");
        ei.Dispose();

Note that if you're using security tags, the user specified in the workflow's connection profile needs to be granted all the security tags you might be assigning in the script.

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replied on October 18, 2017

Thanks! Worked great once I provide the proper input.

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Replies

replied on October 17, 2017

You can use a conditional branch where each condition would be "if <checkbox A> is checked" and then inside the branch you can assign the corresponding tag.

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replied on October 17, 2017

An option, but was trying to make it dynamic, if possible.

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replied on October 17, 2017

I'd recommend taking a look at the SDK 10 documentation on tags. Ege's method is your best bet if you're trying to use Workflow out of the box. Otherwise you can likely use a script to grab the field and assign a tag.

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Security Tag Field from Forms to Laserfiche

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