Question

Forms task completed through Repository action

Forms

Updated November 8, 2019

asked on November 6, 2019

Is there a way I can have a Forms task completed (Approval decision) by an action in the repository where the document exists. A brief example of what I want to do:

Invoice Approval Process

The accountant submits billing invoice o for review.
The coordinator reviews document(s) in the repository and either approves or rejects the invoice.

Ideally, the coordinator would approve/reject the billing using a "review decision" field on the invoice's template. Is this possible???

*The ultimate goal I have is to limit the number of windows needed in order to complete a review and decision.

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replied on November 6, 2019

I have not found a direct way for Laserfiche to effect a form currently running.

One easy thing that you can do is have Forms start a workflow and end. This can be by creating the document with workflow watching the folder or actually starting the workflow. The remainder of the process could then be handled by the workflow. This works really well for processes where it is consistently handled in Laserfiche. If you need to go back into Forms, Workflow can start new processes. This actually sounds like the better option.

Another option, which is a bit more tricky, would be to have a workflow watching the documents and update a database and have Forms watch that database. This will not work in every case, but in some cases it can work.

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replied on November 7, 2019

Thanks, Michael. I believe we are currently using a version of what you said. Workflow starts the process based on the monitored folder in the repository.

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replied on November 7, 2019 • Show version history

Hi Lawrence, What I have done in the past is to add a timer event to a Task in workflow that kicks off and runs a workflow that checks the status of the document in the Repository. That workflow would return a result, ie: Completed or Not, which would then go through a decision gate that if completed would Kill the task or move the process to another step.

The timer would be set to run hourly, daily, weekly. I preferred this approach as to having the workflow waiting for the change event, as if the workflow failed, forms would continue to wait and never get the result to move forward.

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replied on November 8, 2019

Lawerence, before making this more complicated have you looked at embedding the Web Client in the Form and have it display the document that needs to be reviewed?

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replied on November 8, 2019

Hi Blake -- The only thing I have done as of now uses the custom HTML field to add the workflow generated URL for the document/folder. Are you referring to this or something more advanced? If you mean more advanced than what I have already please tell me more about it.

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replied on November 8, 2019

Using the same custom HTML field in Forms, you can embed the Web Client itself in a form. This will display the document in the form without the user having to click on a link. Here is a link to the Web Client help files that can help you with that.

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Forms task completed through Repository action

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