Question

Attach Document to Workflow Invoked Form

Forms Workflow

Updated February 4

asked on September 24, 2018 • Show version history

When using Workflow to Invoke a Business Process in Forms, is it possible to attach a document from Laserfiche to that invoked Form? The goal is that documents that come into Laserfiche from a nightly import go through approval in Forms. We'd like to use Forms for approval instead of Laserfiche as Forms is much more dynamic and user-friendly for this process.

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Replies

replied on March 5, 2019

Thanks for the feature idea. I've included this idea in our Forms feature ingestion portal for review.

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replied on December 13, 2021

We are having more and more requests for this functionality. Any word on if/when we will be able to use Workflow to attach a document to a form?

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replied on February 4

This is a needed feature request. We have many use cases for this.

Pete - Prosper ISD

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replied on September 25, 2018

You can't really attach a document from the repository to a form, but you could embed a link to the document in an iFrame on your form.

Here's an answers article that will help: https://answers.laserfiche.com/questions/77257/Build-Weblink-URL-from-entry-id-variable-passed-to-form-from-workflow#77279

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replied on September 25, 2018

I am currently doing the WebClient method but they want to be able to replace the document via the form. I am allowing them to attach a new document and then having Workflow remove the existing one but they are still requesting the original to be in the form as an attachment. Hopefully we can add attachments to the Forms via Workflow in the future.

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replied on February 4

Just wanted to check back on this to see if this functionality is going to be added to Forms. We have a huge need for this functionality. Examples are:

Take an attachment from one Forms process and load it into another Forms process
Dynamically load different attachments to forms for approval
- Yearly Employee Job Description Acceptance where the hundreds of various job descriptions are stored as individual PDF's by the customer
Load documents that come into Laserfiche nightly via ImportAgent into individual Forms to route for approval
- Invoice approvals

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replied on February 4

We would love to see this functionality as well. We would be using it for Beau's example 1 above:

Take an attachment from one Forms process and load it into another Forms process

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Attach Document to Workflow Invoked Form

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