Question

Higher Education

Unable to see Users in Forms

Laserfiche Forms Version 10 Business Processes

Updated October 1, 2019

asked on September 13, 2019

Hello,

When I watch the tutorials on Laserfiche Forms, it steps you through creating the form and the process behind it. When they show you creating the process you are able to choose the person you want to assign the task to. When I am in my process and I try to choose a User to assign a task to, no names show up in the list to choose. Can someone explain this to me? Is there something in Forms which needs to be connected to the server so the list of Users will populate? Thank you so much!

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replied on September 13, 2019

Are you a system admin user in Forms? If so, click your username dropdown on the top right of the screen and go to Administration. The first page in the Admin section shows all the users in Forms. You should see a list of names here. If you don't, you need to go further up stream to the Forms configuration page (FormsServer.com/FormsConfig). Go to the User Authentication tab there and make sure you have configured either Laserfiche Directory Server or LF Server/Repository user management. If you use LF Directory Server, make sure you have specified an LFDS group for users allowed to access Forms. My guess is that you are using the Admin user in Forms, but no group is set up in the User Authentication page to let other users in.

You'll need to

Make a group in LFDS called Forms (or whatever you'd like to call it)
Add users that should be allowed in Forms to that group
1. Can add multiple groups if you'd like
Go to the User Authentication tab of the Forms Config page
Add that newly created group
Go back into Forms -> Username Dropdown -> Administration
Verify your users now appear in that Admin page

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replied on September 13, 2019 • Show version history

I am very new to Laserfiche. Can you please tell me the steps to reach the Forms Configuration page? Thank you! And yes, I am the System Admin in Forms.

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View 4 previous replies

replied on September 16, 2019

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replied on September 16, 2019

Okay, I did this part. I don't see any groups to add. How do I go about making a group in LFDS so I can add the group to Forms? What are the steps? Thank you!

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replied on September 16, 2019

Go to the LFDS server machine and go to localhost/LFDS

Go to the Accounts tab and select Groups

There you can add a Group called Forms and any/all users to it

Then go back to FormsConfig and add that Forms group to allow access for those users to Forms

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replied on September 16, 2019

I did all the steps as you prescribed and when I go back to my System Security page and Synchronize Users, the group I created does not show. I only have Forms_Admin and Forms_RSU showing. Did I forget something?

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replied on September 16, 2019 • Show version history

Hi Dawn, can you confirm that your group is listed on the Forms Config page and that all changes have been saved? Specifically, this would be at localhost/FormsConfig under the User Authentication tab; you'll want to make sure that the group you created in LFDS is listed under the section that says "Allow the following groups to sign in to Laserfiche Forms."

Once you're sure that your group has been given access to log in to Forms, go to Forms -> Username Dropdown -> Administration -> System Security and try clicking the Synchronize button again. To make sure you're viewing the complete list on the System Security page, make sure you have "Show all users and groups" selected.

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replied on September 17, 2019

Yeah!! I went back in and did all the steps again and my users are now showing up!! Thank you all so much for your help!!

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replied on October 1, 2019

So I have a new problem. I have created my form and my workflow, using one from the Business Process Library. I have assigned the first part of the form to go to our HR Director and it does get to her, but when she gets it, there are no buttons for her on the form to click Approve. Can anyone help me out? I have unchecked the box which says "Make form read-only for users the task is assigned to." Thanks in advance!!

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Unable to see Users in Forms

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