You are viewing limited content. For full access, please sign in.

Question

Question

WORKFLOW: Use template input to then query DB fill out the rest of the fields in the template

Workflow
Updated July 25, 2018
asked on July 20, 2018

I have a template where I would like the user to input just the EMPLOYEE ID and LAST NAME. Using those 2 inputs, I would like to query a DB table to find the related ROW in an external table. Then, I would like to pull additional information from that external table and fill in the associated fields in my LF template with information from that found ROW.

I like how DYNAMIC FIELDS work, but I would like to do the same via WORKFLOW so the user only has to put in 2 fields of information and there is no lookup delay (due to dynamic field lookup) while the user is waiting to submit the document. Also, we found that dynamic field look ups via template were limited to one table and in my case I have 2 separate table look ups I am trying to do.

Via WORKFLOW, so far I am working with QUERY DATA and ASSIGN FIELD VALUES activities but could not find anything that referenced what I am looking for.

Thank you for your help.

0 0

Answer

SELECTED ANSWER
replied on July 20, 2018

Try something like this. You need to retrieve the Employee ID first to feed it into your query. Then depending on results(condition sequence), you can assign tokens.

 

2 0

Replies

replied on July 25, 2018

Thank you for your help. That gets me to the next step. 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...