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Question

Question

Take field values from one form and apply it to a new form

asked on December 26, 2017

We have Version 10 of Forms. I have a document submittal process. The following question defaults to "no". But, if the user chooses "yes":

I set up the process where it will start a Workflow process if the answer is "Yes":

Here's the workflow:

Am I oversimplifying? What's happening is that it's NOT creating a new Forms process, it's doubling the values and metadata within the existing process it came from, thus causing it to suspend because it cannot save back to Laserfiche.

Ideas?

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Answer

SELECTED ANSWER
replied on December 26, 2017

I think the activity you are looking for is 'Invoke Business Process' not 'Set Business Process Variables'.   This will start a new form instance along with setting variables.


 

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replied on December 26, 2017

Thanks, that worked!

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