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Question

Run Forms on the hour

Updated April 3, 2018
asked on October 24, 2017 • Show version history

I would like to initiate a Forms Process to run every hour. It does not appear that the Timer Start Event permits it. Any recommendations on how to achieve this? Thanks.

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Answer

SELECTED ANSWER
replied on October 25, 2017

Hi Bonnie,

Just to clarify, based on your last paragraph ...   If your goal is to initiate a form every hour this will be accomplished entirely from a scheduled workflow, not your forms business process.   Unless your forms business process requires an additional workflow that performs other work, you do not need a Workflow Service Task in your Forms Business Process.

A simple workflow as you described would initiate the form:

You are correct, the 'Invoke Business Process' will handle all the variables to fill in the form.  You do not need the 'Setup Business Process Variables' activity.   Just set all the starting variables in the 'Invoke Business Process'.

After your workflow is complete, setup a schedule to run it hourly.

 

I don't believe there is a simple way to attach a document/image to a form when using the Invoke Business Process activity.
Check this post for a workaround:
https://answers.laserfiche.com/questions/100588/How-to-insert-repository-documents-into-Form-upload-fields-solution-inside

Another option might be to just add a URL that allows the user to view the document (such as in WebLink)  or possibly embed the URL into a custom html IFrame on the form.

Hopefully this helps!

Andrew


 

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Replies

replied on October 24, 2017

You could initiate the form hourly using a scheduled workflow and the 'Invoke Business Process' activity.

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replied on October 25, 2017

That would work but I have never initiated Forms directly from workflow. Basically, I want to search the repository and create a form for each qualifying document passing the metadata and attaching the image to the form. I have set up the Invoke Business Process in my workflow. Do I need to do 'Setup Business Process Variables'? It appears that Invoke Business Process handles this.

Also, what activity captures this info in the Form's Process Diagram? The Workflow Service Task initiates a call to workflow but I do not know what activity captures the info that is initiated by workflow itself. Thanks so much for your assistance!

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SELECTED ANSWER
replied on October 25, 2017

Hi Bonnie,

Just to clarify, based on your last paragraph ...   If your goal is to initiate a form every hour this will be accomplished entirely from a scheduled workflow, not your forms business process.   Unless your forms business process requires an additional workflow that performs other work, you do not need a Workflow Service Task in your Forms Business Process.

A simple workflow as you described would initiate the form:

You are correct, the 'Invoke Business Process' will handle all the variables to fill in the form.  You do not need the 'Setup Business Process Variables' activity.   Just set all the starting variables in the 'Invoke Business Process'.

After your workflow is complete, setup a schedule to run it hourly.

 

I don't believe there is a simple way to attach a document/image to a form when using the Invoke Business Process activity.
Check this post for a workaround:
https://answers.laserfiche.com/questions/100588/How-to-insert-repository-documents-into-Form-upload-fields-solution-inside

Another option might be to just add a URL that allows the user to view the document (such as in WebLink)  or possibly embed the URL into a custom html IFrame on the form.

Hopefully this helps!

Andrew


 

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replied on October 25, 2017

This is great. I was making it more difficult than needed. Thanks!!

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replied on April 2, 2018 • Show version history

The issue that timer start events can't allow for hour intervals has been fixed in Forms 10.3.1 release, and you can download newest package at https://support.laserfiche.com/news/3882/laserfiche-10-3-1-released.

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