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Question

Question

Pass Field Information directly to Laserfiche Form in Custom Tab

asked on December 13, 2018 Show version history

Hi,

Is is possible to pass a field token in from an open Laserfiche document directly to a Laserfiche Form embedded in a Web Access Custom Tab (URL) or are only global tokens available? THANKS!!!!

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Answer

SELECTED ANSWER
replied on December 13, 2018

Hi Terri, 

 

Yes, you can pass field tokens to Forms in a custom tab using the Forms URL syntax. 

 

If you go to Options Page->Display->Custom Tab and edit one of the custom tabs, you can see the UI for adding field tokens under the token picker:

You can also add them by hand by putting the field name (exactly as it appears in the metadata pane) in square brackets. 

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Replies

replied on December 13, 2018

Perfect Thank You!

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replied on May 3, 2019 Show version history

Does anyone know if it is possible to pass the file path of the selected document to a form embedded in a tab? I have tried %(filepath), %(Entry Path) and a bunch of others, but none of them work for me. 

 

Thanks! 

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replied on July 16, 2021

How do I add multiple parameters?

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replied on July 16, 2021

Each variable should be separated by an ampersand

For example,

?First_Name=[First Name]&Last_Name=[Last Name]&Variable=[Token]

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replied on July 16, 2021

Thanks

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replied on September 26, 2022

There was a solution demonstrated recently in the SP Open Forum, it was on prem but they said it could work for LF Cloud too.  The solution showed a BP form embedded in a custom tab, a user could go to a document in the repository, open the meta tab on the right and use a form to update fields on that record, sounds great - a much nicer way of guiding a user to update meta by displaying the relevant fields for amendment in a form. But could this really work?

When a document is opened, it is locked. Could a business process update fields on a record when that record was open as would be the case if the workflow is triggered from inside the record itself? Are there any examples of this working in cloud?

 

The example was a college who used LF to import student records that had a complex array of collections of semesters, course history and grades and used a capture process to read in the records from other institutions when a student transferred in from another college. The BP form simplified dealing with the meta stored in collections and was embedded as a custom tab

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