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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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
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.
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?
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!
And she is accessing the form through the link she is sent in her email.
Interesting that she does not see a task in her inbox. Have you checked in unassigned tasks under My Tasks as well?
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 -
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?
Here is the information on the gateway.
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?
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.
Could you share as well the settings of the start event "Submit Network Access Request Form" ? thanks
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 ?
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)
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)
Looks like I don't have the repository configured correctly. This is my error log.
Ok. you should then edit the profile in the Save to repository task as Steve suggested.
What credentials do you use in the profile?
I have an E-mail out to someone who can tell me that hopefully! :-)
Dawn
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?
When I click on the button to verify, I get "Profile successfully updated."
Ok, you might double check the rights of the user you choose in the profile then
Is that UserName or Profile Name?
Username
The UserName has System Administrator Rights.
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.
I checked and the User has the rights to the repository and the folders where the document needs to be saved.
New error on the log. I updated the server name with the IP address to see if it would work.
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)
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. :-)
Great!
Thank you so very much for all your help!
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 :-)