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Question

Laserfiche Forms - interaction between two business process

asked on July 19, 2018 Show version history

Team,

Good day!!!

BP1 : I am in the process of  deploying a solution where, requester initiates a form process which on approval by the approver, a Laserfiche form is mailed to an external user (link to form appended to a mail - used workflow to email the external user with link to form). 

BP2 : The external user fills in the form and submits (using portal license) back which should be visible in the requestors inbox for review and update and then moves forward internally with various other activity.

The catch is ,I can achieve the end result using 2 seperate business process (as above - BP1 and BP2) and passing value through URL and looking up the requester name and assigning it in business process/ using db to save data and then lookup. 

Is there a way in which achieve this in a single business process (i would like to use the reporting side of forms as if i break it into 2 process , reporting maynot be in the ideal format)

Any idea,solution will be of great help.

Thank you.

Bipin Nambiar

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Replies

replied on July 19, 2018 Show version history

Unfortunately there is no way to bring a portal user in part-way through a business process. However, if you get creative with an external database you could do more to link the two processes.

For example, everything with BP1 stays the same up to the point where the email is sent out to the public user.

BP2 is started by the portal users, but, you include the business process instance ID from BP1 as one of the variables.

Once the portal user submits the form, you initiate a Workflow that passes the submitted information into an external database using the instance ID from BP1 as the identifier.

Then, the rest of your process continues on in BP1.

You would need to some way to "pause" BP1, but you could do that with a timer and an exclusive gateway that loops back in on itself.

For example,

  1. User submits Form 1
  2. Email goes to portal user
  3. Delay process for ___ hours/minutes/days
  4. Initiate a workflow that checks the database
    • If the data is present, update your process variables, and delete the row
  5. Gateway checks if a variable was populated
    • If it is empty, loop back to the delay again
    • If it is populated, continue to the next step

 

Another option would be to put the Workflow in a loop instead of delaying/looping in the business process, then you just set the business process to wait for the workflow to complete.

Form 2 would simply capture the anonymous user's data, then initiate a workflow that plugs the values into your helper table.

One other benefit you would get here is that you could set it up as a lookup source, put the data in during BP1, then all you would need in the URL for BP2 is the identifier so you can pull everything inserted during the initial stages of BP1.

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replied on July 26, 2018 Show version history

Thank you.

I am also exploring a solution using iframes. Idea is to save the external user submitted form to a repository. Then use iframes in approval form to display the submitted form from repository. Need to figure out a way to tie the submissions with external users (email sent from a table in 1 form - difficult to tie the users to submission ID), user who raised the request etc.  

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