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Question

Question

Is it possible to populate field's form from a document

asked on February 9, 2018

Hi all!

 

In Form, we can populate fields using database, right?

Is it possible to populate fields using metadata from a specific document in laserfiche?

 

Let's me explain to you.

1. I have document in my Laserfiche (\Folder\Document_1 ; Document_2...)

 

2. On my URL, I have a list of my documents.

 

3. User clic on the first link and is redirected to a form.

 

4. The fields should be filled using metadata from the document in Laserfiche.

 

Remember, the question is from Document in LF.

I'm already know how to do with a database from MSSQL.

 

Thanks in advance.

Regards

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Replies

replied on February 9, 2018

One option would be that if you are generating those URLs with workflow maybe you can embed the values that you want to pass to the form in the URL.

See this article: https://www.laserfiche.com/ecmblog/tech-tip-using-url-parameters-to-pre-fill-form-fields/

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replied on February 9, 2018

If the fields do not need to be seen immediately, a workflow can be run in the Process Manager to find the document, retrieve the field values and then push those values back to the form fields.  Anyone seeing the form after that point either because it is emailed or as an approver will see those fields filled in.  If they do need to be seen immediately, you could conceivably do it programmatically with JavaScript and Web Access/Web Link.  I'm not as good with the coding as some of my colleagues, but fairly sure it could be done.

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