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Question

open forms from business workflow

asked on December 16, 2019

Is is possible to open a Laserfiche form from a business workflow and pass it vars to pre populate?

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replied on December 16, 2019

Yes. Workflow has an activity called Invoke Business Process which can be used to kick off a Forms process with values from the workflow. 

6.5.0
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replied on December 16, 2019

Jared,

The process "Invoke Business Process", runs the workflow associated with the form. What I am looking to do is to use a business workflow to open a LF form in the browser with certain fields pre-populated. Do you think that is possible. I am fairly new to LF so struggling through some of these things. 

Thanks in advance.

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replied on December 16, 2019

Go with the other method I posted about.

Create a new Forms process where the starting form is the form you'd like to open up in your repository. Find the URL to the starting form and put that in a web client custom metadata tab. This will show the starting form in the web client next to your documents. You can use URL parameters to pass document metadata into the form automatically, or populate them by yourself. 

As part of the Forms process, after your message start event, use a workflow service task to run the business workflow you want to run on the document. 

The result of this set up will have a starting form visible in the repository with document metadata automatically populated in it. When the form is submitted from the repository, it will trigger the business workflow. 

 

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replied on December 16, 2019

what is the 'web client custom metadata tab'?

 

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replied on December 16, 2019

In the web client, you have the Details pane (right pane) next to the folder browser listing and next to the document in the document viewer. You can use a custom tab to embed a page in there. I'm suggesting you use the starting form in a custom tab to show the form in the web client instead of using a workflow business process. 

https://www.laserfiche.com/support/webhelp/Laserfiche/10/en-us/userguide/#../Subsystems/client_wa/Content/AppearanceFunctionality/custom-details-pane-tabs.htm

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replied on December 16, 2019

Or if you are talking about triggering a business workflow from your document repository, you could place a starting form in a custom tab in the web client. You could use the form to fill in data and have that kick off the workflow. 

6.5.0
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