Use Workflow to Query Laserfiche and Populate Back to a Forms Collection

asked on September 12, 2018 • Show version history

I have a workflow that starts when files (1 transmittal and 1 or more supplier document submittals) are placed in an "Output" folder:

I then want to take that data and populate a Form that gets kicked off to the Project Manager. I have it all working where it will populate all the transmittal information into the form (because there's only one). My issue is taking data from Laserfiche and populating a collection back to Forms.

In the example above, I'm trying to get my data to just fill in the subject/title information for three supplier documents. Here's what's in Laserfiche:

Here's what I have in the workflow:

But it's NOT filling in my subject/title info into the collection. I expected to see three items in the collection all with the subject listed in the title field in Forms:

Thoughts anyone?

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SELECTED ANSWER

replied on September 12, 2018

Hi Gloria

For the Collection, you will need to take the Data and create Multi-Value Tokens containing all of the rows of data. Then assign the Multi-Value Tokens back to the Collection Fields in your Invoke process , it should generate Multi Collections in your form.

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replied on September 17, 2018 • Show version history

Sorry for the delay, was put on other things. I'm back now.

I created token "sdsTitle" from:

This is what I added and it didn't make a difference:

I also tried it inside the "For Each Entry" statement.

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replied on September 17, 2018

Hi Gloria

You need to Declare the Tokens first, (Multi-Value) ahead of your "For each Entry" Loop, and then in the loop Modify the Tokens to Append for each of the Loops Iteration values (Retrieve field vales for Supplier)

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replied on September 17, 2018

Thanks ... will try first thing in the AM! Chat tomorrow.

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replied on September 18, 2018 • Show version history

I'm sure I've gone wrong somewhere. I've declared the Token first (Multi-Value) ahead of my "For each Entry" loop::

In the loop, I modify the Token to append for each of the loops' iteration values (Retrieve field values for Supplier)

Then, for the collection, I set the title token:

I get nothing:

This is what I want to see:

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replied on September 18, 2018

Hi Gloria, things to check

When you first declare the Token, you don't assign any values to the field.

I see you had assigned %(Search.... That would be left blank as the Append will assign the values in the loop.

The Retrieve Values is using the For Each Entry as the Source/variables?

I would add a Track tokens after the loop so you can see if the Token field contains the required values before they are assigned to the Form

In Forms, in the Collection Field (at the bottom), ensure that you have selected the button for "Append sets to the sets populated by a data source or Variable"

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replied on September 18, 2018

I removed the assignment of the token when first declaring. Yes, Retrieve Values was used as the source. I selected the "Append sets to the ..." in Forms.

I also reviewed my searches to ensure I hadn't made a change that might affect the search output. I had! Once I fixed that, all was good! Thanks for all your help! You have been amazing! You make me look like a superhero! Now to try all other fields!

Thank you!

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replied on September 18, 2018

Thanks for the kind words. Glad I could help.

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Use Workflow to Query Laserfiche and Populate Back to a Forms Collection

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