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Question

Question

Multiple Forms in a process

asked on October 28, 2019

I have a process that has 2 forms. It starts when an employee submits a workers comp report which is saved and emailed then a user task starts for the supervisor of the employee to fill out the second form, employer report. The process is fairly simple until assigning the form to the supervisor. I know they can go to their inbox and handle it that way but the director wants to bypass that for convenience he wants a way to provide the employer report in a way to the super to complete and submit without having to go into their inbox. Can't put a link that I know of in the user task email as it is not the starting form and of course attaching it just sends a copy that is not interactive. I know the easiest is to make a second process for that form but what I was doing was using the original form's data to populate a great deal of the second the employer report.

   So to boil it down is there some manner to provide a link or the 2nd form that is interactive in the  user task

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Answer

SELECTED ANSWER
replied on October 29, 2019

I think were just going in circles, there is the subject <

and attachment <

Attachment variable doesn't contain anything

at the top in the body editor there is insert link and a variable of task link I can put anywhere in the body but that is gibberish and not an active link.

 

I've put way too much time into this because they don't use the program properly and want shortcuts around it to do everything in their email. Don't want the inconvenience of logging into the program making the whole program pretty much pointless in this environment anyway.

Thanks for everyone's help but I can't get a link in the task email no matter what I do. And yes we are using single user sign on.

Thanks

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Replies

replied on October 29, 2019 Show version history

Brian, having both forms in your business process and sending the notification to the supervisor via task assignment email should work.  What version of forms are you using?

Make sure to choose the option "Email user when task assigned" in the General tab and choose your second form under the Forms tab.  This should send the link that will open the task for the user. 

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replied on October 29, 2019

Forms 10.2

Correct that is what I am doing assigning the second form in a user task and sending the email but there is no link to the email. The only way for them to access it is through their inbox. The published link is to the original employee form so as far as I understand it there is no link to the second form.

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replied on October 29, 2019

Brian, can you send me a screen shot of your process map and the supervisor user task? 

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replied on October 29, 2019 Show version history

Brian,

In 10.2 the email should include a "Click here to open this task in Forms" link at the very bottom that will link to the user task.

In 10.4 they added the ability to customize the location of the task link, but it should still be in the default location for the previous versions of Forms.

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replied on October 29, 2019

It comes down to the email message sent to the super that there is a form to complete. It doesn't put any link in. There is a box on the bottom you can check Show default task link      but this just opens a prompt for username and password to log into forms. Any attachment included is non-interactive and no link is automatically generated in the email.

 

 

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replied on October 29, 2019 Show version history

The default task link will not show up when you're configuring the email, it will only display when the email is sent.

If they're getting a login prompt when they click the link, then either SSO is not enabled, or the browser is not passing the credentials to Forms.

If they log in when following that link, it will open the task; this is the same link, but you have to be logged in to complete the task.

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replied on October 29, 2019 Show version history

Jason is correct. We do not have SSO enabled and our users have to login.  If using via the mobile app, they are already logged in, so they proceed right to the task.

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replied on October 29, 2019

I understand that which is why I've been testing it assigning myself the task and there is no link in the email I receive?   I don't know what SSO is but all I can do to get a link in at all is check the show default task link. If that is what you have to do then ok I understand the users would have to log into forms but that's not what the director wants. Anyway I have talked with tech support and been told there is no way to achieve what I'm trying without using the default link check box. I misspoke earlier also we are using v10.4 Thanks for the help.

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replied on October 29, 2019 Show version history

10.4 allows you to put the link anywhere you want using one of the variables (if you click the ">" button at the top right of the email editor you can add the variable that will include the task URL).

However, I'm not sure what the expectation is on the part of the director. You cannot complete an assigned task if you are not logged into the system. Either you need to enable single sign on (SSO) to automatically log the user in, or they will have to log in manually.

The bottom line is that you have to be logged in to complete a task. 

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SELECTED ANSWER
replied on October 29, 2019

I think were just going in circles, there is the subject <

and attachment <

Attachment variable doesn't contain anything

at the top in the body editor there is insert link and a variable of task link I can put anywhere in the body but that is gibberish and not an active link.

 

I've put way too much time into this because they don't use the program properly and want shortcuts around it to do everything in their email. Don't want the inconvenience of logging into the program making the whole program pretty much pointless in this environment anyway.

Thanks for everyone's help but I can't get a link in the task email no matter what I do. And yes we are using single user sign on.

Thanks

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replied on October 29, 2019

Brian, I understand the frustrations of having unrealistic expectations from managers who are unfamiliar with Laserfiche Forms.  A large part of what we do is educate (and re-educate) our users to help them understand what Laserfiche can (and can't) do. 

But currently with what you're describing, it with sounds like something may be missing in your Forms configuration.  Can you reach out to your solutions provider to assist in evaluating your current configuration to make sure you can generate that link?

 

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replied on October 29, 2019 Show version history

The task link would not go in the subject, and attachments are only for file uploads as you cannot "attach" a link to an email, only files.

The "gibberish" you're referring to is likely either the variable itself, or the unique identifier that is attached to the end of the URL; this unique identifier is what tells Forms which task to load.

If you drop the variable directly into the "Visual" portion of the email editor, it will appear as a variable but will be replaced by the URL in the email.

The "cleaner" option is to edit the HTML and insert the variable into the href attribute of an anchor tag (link) so you can have custom text in front of the link.

In either case, the resulting email will then contain the URL for the associated task.

If those links are not clickable, then the problem may be the formatting of your email content, or the settings in your email viewer.

 

I understand these issues can be frustrating, especially when the end users have unrealistic expectations, however I would ask that you consider how marking "there's no solution" as the selected answer could be misleading for any other people who encounter similar issues and come across this post.

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replied on October 29, 2019

 

In my test I just receive the message as displayed

Attached is a Workers Comp (C2) submission for one of your employees.  Also attached is the Supervisor Report that needs to be completed within 5 days,. 
(which this is incorrect and needs changing)
 
Attached is the starting form submitted by the employee but there is no click here
as a link to the new form and I did the variable as you have it but it came up in the message just like yours but inactive when I copied it into a browser address bar it failed
And I'm trying to make a case for combining multiple forms into one process when they all involve the same end goal. So far its not going well. Currently there are 3 processes with 3 forms to handle one issue.
 
When I talked to our provider I stated earlier that they did not know of anyway to accomplish it without checking the bottom box and forcing them to login to forms.
 
If I check the show default task link it does put the link in but when clicked it forces the login. I believe it is necessary to check the box to get the link but since they will have to login this is the end.
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replied on October 29, 2019 Show version history

If the variable approach did not create a working URL, but the default option did, then that implies a problem with the format of the email, but it is really difficult to know because I haven't seen a screenshot of the email or how the HTML section was configured when you tried to use the variable.

Either way, if it is asking you to log in it wouldn't be related to the link; either automatic login is not enabled, or if the browser is prompting for credentials (i.e., just a pop up and not the full Laserfiche login page) in which case it is a problem with the browser settings.

Just to clarify, the source of the URL will have no impact on login; that is just a result of authentication before it loads the task so it is really a separate issue.

I'm not sure who is the System Administrator for your Laserfiche environment, but Laserfiche supports SSO with AD, SAML, etc., to achieve automatic login so users would never have to manually log in within the network; it just needs to be configured.

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replied on October 29, 2019

I am the system admin. I'm not sure what you mean by formatting in the email but we do use single sign on so our domain users can just click the button and not enter a username and password. Which finally dawned on me that something was wrong as that choice was not coming up only the login screen like our non domain users. Unfortunately it took a little while for me to start putting it together, we have had the providers working on our database to try and fix an auditing issue we are having I can only believe they have made changes that have broken something. I cannot login with my credentials from a form link yet on the server I still get the windows authentication option and can get in that way. I had another user try and the same thing happened to her. We may have bigger problems now then a just a link on a form.

Thanks for everyone's help but I have to get to the bottom of the loss of sso at this point.

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