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Question

using workflow to check forms input

Forms Workflow
Updated April 23, 2019
asked on April 23, 2019

I have a form that accepts an identifier "Case Number". My goal is to run a Workflow Service Task that looks up the Case Number and if it isn't found put an error statement in the form so the user can reenter the data.

What happens is that the form closes and a new task is created with the error message where I expect it but I don't want a new task I just want the existing instance of the form updated.

Is there a way around this? Is it because I am using Basic Forms?

Thanks,

Dave

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Replies

replied on April 23, 2019

Once a task is complete (submitted, approved, etc.) it cannot be reopened. The only option is to create a new task because the previous task is closed.

You could try checking the "automatically load next task if the same user is assigned" option. I've had some luck with that redirecting the user back to the form if the workflow runs fast enough.

However, a new task is always going to be generated.

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replied on April 23, 2019

Thanks.  I looked at the automatically load. I might play with that.  Do you know whether the advanced forms would let my do this sort of real time error checking?

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replied on April 23, 2019

You can use data sources and lookups within a form using Forms Professional, which would help accomplish your goal (I've done many similar things).

Basically you would connect the form to your data source, then configure a lookup rule to find matching results for the case number.

When the user enters the number the lookup would run automatically, if no result is found, there are ways you could generate an error and prevent the form from being submitted.

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replied on April 23, 2019

Cool. Thanks.  I'll have to consider upgrading at some point.

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