Question

Some but not ALL fields from repository populating into form

Forms Laserfiche Workflow

Updated February 11, 2019

asked on February 11, 2019 • Show version history

Hello Friends,

I am new to Laserfiche and I am still trying to understand how some things work. Currently I have successfully retrieved some of the field values from a document in my repository and populated my form with those values, using the "Retrieve Field Values" action along with the "Set Business Process Variables" action.

Using this method I was able to get SOME of my fields to populate but for some reason, one field I am trying to populate won't work properly. I am attempting to populate a "checkbox list", which I had previously done with another variable, so I cannot for the life of me understand why I can't do it with another.

I would like to populate a check mark onto the "100-Railbound", and as you can see i've successfully populated a check mark onto "North America" right above that. I am using the same method to retrieve the field values, so I'm not sure what im doing wrong.

Any help would be greatly appreciated.

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replied on February 11, 2019 • Show version history

Good Afternoon Ron!

The issue you describe could be a variety of things, and there is not much information in your question/screenshot to allow for much thorough review. If you are successfully performing the action for one field but not another, I have a few areas I would look at first.

1) Are the fields on the same template or used as independent fields for a document?

2) Does the Workflows Connection Profile "user" have adequate security to make changes to this field value (Cars Needing Access)?

3) Could you provide a screenshot of the messages column in the workflow after it has run and the action was not performed?(Screen Shot provided for reference of what is requested.)

Thank you!

Sample.PNG (58.98 KB)

| Download

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replied on February 11, 2019

Hi Cameron!

Thank you for the response, i'm sorry for not elaborating better for my issue. To answer your questions:

1. Yes the fields are part of the same template

2. Yes the user on my connection profile has adequate security to change the cars needing access field.

3. Here is a screen shot of my messages tab when I run the workflow

I hope this is what you meant.

Again, I've only been working with Laserfiche for 5 or 6 days, so please bare with me. Please let me know if you could use anything else.

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replied on February 11, 2019

This is an issue with how workflow stores a token with multiple values verses how forms would expect a checkbox field filled in when using the invoke business process or the set business process variables. Essentially, workflow stores the multiple values of a token as a semi-colon delimited text field. Forms appears to need it in comma delimited.

I got around this by instead of building a multivalue token, using a single value token and building the string for it by concatenating the values I need separated by a comma.

Now I should also not that I wrote back the values of the checkboxes, not the text I had in the checkboxes choices.

I don't think it works with just Choices.

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replied on February 11, 2019

Where is the value coming from that you want to assign to the checkbox? Add a Track Tokens activity and confirm that you are receiving the value that you want the checkbox to have. Try manually adding the value to the checkbox using a token that isn't dependant on a variable. You need to determine if the issue is with a) what is being passed to the checkbox or b) how the 'Set Business Process Variables' activity is configured.

Good luck!

Chris

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View 6 previous replies

replied on February 11, 2019

Hello Chris,

The value I want is coming from a "dummy" file with the field for cars needing access already set.

I will try your suggestions and report back, thank you for the taking the time to help my friend.

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replied on February 11, 2019

Happy to help! Just make sure the token going into the checkbox in 'Set Biz Proc Var' matches the value exactly. If the checkbox field doesn't recognize the value, it won't check the checkbox. Also, if the token is a multi-value it won't work. If it is multi-value, use token dialogue to set the index for the ones you need. In other words, one token per value.

FYI:

To set more than one checkbox (in this example 3 of them) you have to add the values in 'Set Biz Proc Var' like this: "value1, value2, value3" or if using tokens: "%(token1), %(token2), %(token3)".

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replied on February 11, 2019 • Show version history

Hey Chris,

I checked everything, and everything seems to be in order. I created a token named "truck_series" and am using the variable "Cars_Needing_Access".

"Cars_Needing_Access=%(truck_series)"

^ This is how the field looks in 'Set Biz Proc Var' and i've also tried

"Cars_Needing_Access=%(RetrieveFieldValues_Truck Series_All)"

And neither of those work to populate the checkbox on my form

All the other fields I retrieved from, I was able to populate back to them, even a checkbox like this one.

Can you please elaborate on what a multi-value token would be used for? Apologies for my ignorance, I am still learning Laserfiche.

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replied on February 11, 2019

It looks like the multi-value thing is part of your problem. Since the token ends in "_All" that leads me to believe there could be more than one value there.

Did you see what the track tokens returned?

A multivalue field is a field with more than one value associated with it. Kind of like an array. Or a drop down list.

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replied on February 11, 2019 • Show version history

I just did the track tokens and I am not sure if I am understanding things correctly, but something does look a little off.

The field I am pulling from is the "truck series" field. It looks like it is pulling the right data.

But when I set the variables its shows "+100-Railbound" only, and it should be showing all 3 "100-Railbound, 300-Walking Stick, 450-Ford F350 Hi Rail".

I am wondering why there is a "+" sign there too. Not sure what to make of this.

edit: I accidentally had the "+" sign added before the token name. I fixed this, but that did not change my results. Here is my new token tracker

It still is not populating the checkboxes on my form though.

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replied on February 11, 2019

question:

do you need one check box filled in or more than one?

I am guessing you need more than one. Make sure those values match the values assigned in the checkbox field exactly.

In workflow, create a token to use with the checkbox. Go to the token dialogue:

Select 'truck_series' from the list. Apply this index to the token:

^All values separated by a ","

Now, use this token as the value for the checkbox in 'Set Biz Proc Var'

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replied on February 11, 2019

Chris,

Sometimes I might need 1 checkbox checked, sometimes it'll be multiple, depending on what document the form is populating from. For testing purposes, I am using multiple check boxes in my original document.

When I go to create the new token, im assigning the token based on the field "truck series"

I can create the token, but I am not sure where I have to go to apply an index to the token? I don't see the window you posted.

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replied on February 11, 2019

I figured out how to do what you showed me, and this did not change the outcome. Still no checkboxes being populated at all.

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replied on February 11, 2019 • Show version history

go to the button with the ">" on it, not the Retrieve Values. You can have one or more values if you do it this way. I am out till tomorrow. Good luck!

I remembered something, the token dialogue inserts an extra space. You will need to remove it (if memory serves..).

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Some but not ALL fields from repository populating into form

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