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Question

Question

Approval buttons on form not showing

asked on October 1, 2019

I have created my form and 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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Replies

replied on October 1, 2019

Hi Dawn,

Could it be because the task is assigned to several users or a team and not just one person ?

In this case, you may see something similar that what I have attached. The user needs to click on the green button "Assign to me" to be able to have access to the approval buttons at the bottom of the page.

If it is not a task assigned to several users or a team, you might need to give some information about the process, maybe some screenshots of the task settings ?

Veronique

 

2019-10-02_8-44-24.jpg
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replied on October 1, 2019

It is only assigned to one user.  Here are the settings from the workflow.

 

The HR Director is a fully licensed user and has been given access rights as a Process Admin.

 

 

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replied on October 1, 2019

Hi Dawn, could you as well provide a screenshot of the page of review of the form by the HR Director ? Thanks

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replied on October 1, 2019

This is the bottom of the form where the approval buttons should be.  She is also not able to type in the Comments section.

 

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replied on October 1, 2019

Do you have any CSS code or javascript with your form?

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replied on October 1, 2019

No CSS code or javascript because I don't know how to do either one. :-)

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replied on October 1, 2019

Hi Down

I have downloaded the same process and I have done some test.

Without any change on the process. After I submitted a form, the review appears on the same screen, without any approval button. I cannot type on the comment box as well. But if I go on my inbox and select the task, I have the approve and reject button at the bottom, and type in the comment box.

Does she access the review of the form through her inbox?

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replied on October 1, 2019

When we go to the Inbox in forms on her computer, it shows no tasks assigned to her. I will send the screenshot you requested when I return to work in the morning. Thank you!

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replied on October 1, 2019

And she is accessing the form through the link she is sent in her email.

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replied on October 1, 2019

Interesting that she does not see a task in her inbox. Have you checked in unassigned tasks under My Tasks as well?

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replied on October 2, 2019

I had a thought on this last night. The first time I had her go into Forms I had her use my standard login.  I am thinking now that she should have used Windows Directory Authentication to make it realize it was her and then she would have had the task show in her Inbox.  The problem is, the second time we tried it, Forms didn't ask her to sign in. It just remembered her.  How do I get it to ask for her to login again?

 

Screen shot of the settings for the first task -

 

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replied on October 2, 2019

Okay, so I figured out how to get her to logout of RSU-Forms and then go in with Windows Authentication and it worked.  She was able to confirm the test user was employed.  However, just a moment after she did that.  I received an E-mail saying the process had been terminated at the following Gateway.  Here is what it says on the Monitor page.  Any thoughts?

 

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replied on October 2, 2019

Here is the information on the gateway.

 

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replied on October 2, 2019

I think I just figured it out.  The words don't match what I have placed on the buttons for her to approve the form.  I think I need to update those to match, don't I?

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replied on October 2, 2019

Okay, I have been able to figure out some of the items.  Now my send the request to the respository has suspended.  Here is the screen shot.

 

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replied on October 1, 2019

Could you share as well the settings of the start event "Submit Network Access Request Form" ? thanks

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replied on October 1, 2019

Could you have well check the status of the instance in the Monitor tab and sending a screenshot of the details when you click on the instance ?

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replied on October 2, 2019

Usually in the case of a Save to Repository Task suspending, check the following

Open the Save to Repository task and test the Profile login credentials.

Are you getting any errors for the Metadata Template or Fields assignment.

Does the Profile user have sufficient rights to write to the repository and Metadata Fields.

Are there any constraints on the Metadata fields that would not accept the data being written (Check the event viewer)

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replied on October 2, 2019

Hi Dawn,

Good that you manage to figure out some of the issues already.

Regarding the Save to repository, have you validated your Business Process? It might return some errors.

See attached picture.

Then on Monitor in Forms, if you right click on the status of your instance you should be able to access the error log that provides information as well (same, see attached)

 

2019-10-03_8-20-53.jpg
2019-10-03_8-23-16.jpg
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replied on October 2, 2019

Looks like I don't have the repository configured correctly. This is my error log.

 

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replied on October 2, 2019

Ok. you should then edit the profile in the Save to repository task as Steve suggested.

What credentials do you use in the profile?

2019-10-03_8-35-23.jpg
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replied on October 2, 2019

I have an E-mail out to someone who can tell me that hopefully! :-)

 

Dawn

 

 

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replied on October 2, 2019

In our case, we are usin a business admin that have all rights on all repositories so we are sure there are no access issues to the repository, as well as writing rights.

If you click on Edit profile in the Save to repository task, then on Verify and update, what do you get?

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replied on October 2, 2019

When I click on the button to verify, I get "Profile successfully updated."

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replied on October 2, 2019

Ok, you might double check the rights of the user you choose in the profile then

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replied on October 2, 2019

Is that UserName or Profile Name?

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replied on October 2, 2019

Username

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replied on October 2, 2019

The UserName has System Administrator Rights.

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replied on October 2, 2019

Could you check the access rights on the repository by right clicking on it and choose "Show security" (on Web client, not sure on the deskop one but might be similar)? See if the user is on the list and have the right to view and add documents at the correct level where you want to save your documents.

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replied on October 2, 2019

I checked and the User has the rights to the repository and the folders where the document needs to be saved.

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replied on October 2, 2019

New error on the log.  I updated the server name with the IP address to see if it would work.

 

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replied on October 2, 2019

Here is the full error - 

 

  

Error10/2/2019 3:43:24 PM

The process step configured within task name "Save Request Response To Repository" is not valid or has not occurred. [LFF380-ValidateNoStep] Details: URL: Error: ValidateNoStep Date: 10/2/2019 3:43:24 PM (Central Standard Time) HTTP Status Code: 400 Business Process ID: 4 Instance ID: 5 Business Process Name: Network Access Request Test 2 Stack Trace: Caught exception: Laserfiche.Forms.CommonUtils.Exceptions.LFFormsException Message: The process step configured within task name "Save Request Response To Repository" is not valid or has not occurred. [LFF380-ValidateNoStep] at Laserfiche.Forms.Routing.SaveToLaserficheService.Execute(Int32 instanceId, IRoutingContext routingContext, RoutingInstanceStatus OriginalStatus) at Laserfiche.Forms.Routing.ServiceTask.Execute(Int32 instanceId, IRoutingContext routingContext)

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replied on October 2, 2019

Ahhhh...I figured it out!  You have to choose "Save a form with current process data" to get it to work.  It is now running. :-)

 

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replied on October 2, 2019

Great!

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replied on October 2, 2019

Thank you so very much for all your help!

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replied on October 2, 2019

All good, hopefully you have now some tools to help you to validate a process and find what could be the problem. Starting with Laserfiche is not really easy, we learn new things every day and there are a lot of guess and try :-)

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