Question

Is It Possible to Automatically Create a Draft Form?

Forms

Updated October 30, 2019

asked on May 30, 2018 • Show version history

The idea is this. We're creating a document that an outside customer is looking at. How do I start the business process such that after the variables are filled out automatically I can make the form a draft by unputting an email. Ideally this would the send the email with the login information to the user. Any advice is appreciated.

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Replies

replied on May 30, 2018

Hi Alex, could you explain a in a little more detail what you are trying to accomplish and why?

Are these 'users' licensed in Laserfiche? You mention sending them authentication information so I'm not sure if they are supposed to be public users through a Forms portal or authenticated users.

Could this process be done in two steps? The initial message start event would be filled out by you or whoever was creating the 'draft', then a user task could use a broader form for the user to take that 'draft' and fill out further. I'm not sure why you need to use drafts at all, just submit the initial form and have the user fill out a secondary form.

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replied on June 1, 2018

Thank you for the reply. I don't want a user task in the middle because I want the process to be completely automated. So I would start the business process using Workflow to input the necessary variables, and somehow from there I want to denote that it's a draft, automatically input the email, and have it sent to the outside customer. This would be using the Forms Public Portal and so these are not authenticated users. In this way the draft save could be a nice way of both informing the outside user they have a document to fill out, which some data already filled in for them, and make it a secure transaction. Does that make sense?

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replied on June 4, 2018

We don't currently have that level of API support at this time.

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replied on October 30, 2019

If you are wanting a portion of the form to be filled in by Workflow, could you have the Workflow generate an link to a blank form and use the Forms parameters to fill it in? (https://doc.laserfiche.com/laserfiche.documentation/english/docs/Subsystems/ProcessAutomation/Content/Forms-Current/populating-a-form-with-url-parameters.htm).

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Is It Possible to Automatically Create a Draft Form?

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