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Question

File upload forms to workflow to another form

asked on December 18, 2019 Show version history

Can I pull an upload field from a form to Workflow and pass it back to a different form?

I have a form that contains a list of activities that need to be done. It is in a collection field. I have been able to pull field info for each row in the collection and trigger the new form for distribution. It works perfectly, except for the upload field. I pulled the upload field (also in collection) in the Retrieve Business Process Variables, but it is not listed in the Invoke Business Process-Fields or the Starting Variable Values - Variables. I have verified that there is a corresponding field on the new form. 

 

 

 

I can pull it under Starting Variables -For Each Row, but I have no way to assign it to a field on the new form.

 

Any ideas?

 

Sorry if this is confusing, it is difficult to explain.

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Replies

replied on December 18, 2019

No, Workflow cannot upload files to forms.

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replied on December 18, 2019

So is there a work around? Can I save it to Laserfiche and somehow pull it to the new form?

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replied on December 18, 2019

Are you trying to display the file or actually have it attached? There's no way for Workflow to attach a file to an upload field, however, if you just want to make the file visible you could store it in the repository and embed the web client on the second form with a link to the stored file(s).

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replied on June 18, 2020 Show version history

@████████ just wanted to follow up on this point. Is there a sanctioned work around that you or the team can think of to get attachments safely into an upload field for viewing by approvers in a process? This has recently become quite important for a variety of health and safety and medical forms where proof/details/photos are being captured (externally via forms or scanners) and needs to appear within a process for approval via Forms.

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replied on June 18, 2020

The preferred workaround is to save them to Laserfiche and use URLs to show them to users in subsequent forms rather than copying it them.

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replied on June 18, 2020

Hi @████████, understood. However, besides the less than ideal user experience of moving from one app/tab to another, the approach via web access everyone is recommending also requires a lot of additional overheads regarding file/folder permissions and security to ensure the user has the correct access rights within the repository.

It isn't a matter of taking revenue away from portal access either, which I'm presuming guides the decision to disallow copying/moving attachments from one business process to another?

To provide a better understanding of a use case where web access via portal is still not an acceptable workaround, we have a situation where there is a Job Application (form 1) and a Selection and Onboarding process (form 2), where the Manager will not have access to the files from the Job Application as they are stored in the Human Resources repository accessible ONLY by the Human Resources team.

Being able to present non-confidential files such as the CV and Cover Letter attachments but NOT the passport and other private information as part of the Selection and Onboarding Process means that the assigned Manager is shown only the files they're meant to see where their authorisation is explicitly required in order to proceed with the applicant.

This inability to manage a process securely via the forms task management process is a real disadvantage and creates an unnecessary disconnect within business processes.

I loathe the idea of following some of the database hacks found here on the forums. I do hope that somehow this feature request does get considered at some point in the future.

If the team is interested, I'm happy to set up a call and run you through some of the real world examples of where this would be useful? (we have several)

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replied on June 18, 2020

I agree that it would be nice to be able to attach documents to a form via workflow, but I believe what Miruna is suggesting is embedding a frame within the form, not having it open in a separate tab.

That's the workaround we've used on quite a few processes now, it's far from perfect, but it is better than database hacks until things change.

It's also worth noting that workflow can set access rights, so when a process like that comes up what we often do is have the workflow set explicit access rights for the user/group performing the task and remove them after the process completes.

You can have access rights to a specific document without having access to the parent folder, which works out well for situations like this.

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replied on June 18, 2020

Thanks Jason, definitely a good suggestion for someone trying to work with attachments in less critical/private processes.

In our situation for example, regardless of permissions, our Human Resources repository has zero-access to non-HR staff. Think of it like a filing cabinet that is locked in their office. This is where the ability to work with files using Laserfiche Forms before they are approved and put to bed becomes a real efficient and secure way of managing documents and attachments as part of a process.

Consider that using workflow to control permissions and access before a task is assigned to an individual assumes that the task won't be reassigned or isn't assigned to a team where only one case handler should be able to view the attachments (and it could be reassigned due to workload). 

Forms for the most part seemingly provides the perfect way to ensure an authenticated party is only shown the right information in a business process, as and when required. Hence my surprise this isn't a standard feature yet.

@████████ @████████ @████████ @████████ @████████@████████ @████████ @████████ @████████ @████████ @████████ @████████ @████████

There is formidable interest in this feature as far back as 2016, so I do hope Laserfiche reconsider their position on providing this functionality.

https://answers.laserfiche.com/questions/100588/How-to-insert-repository-documents-into-Form-upload-fields-solution-inside#174396

 

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replied on July 1, 2021

Yes, I just saw that same link https://answers.laserfiche.com/questions/100588/How-to-insert-repository-documents-into-Form-upload-fields-solution-inside  and it appears that a paying user came up with a great solution for the (very, very expensive) software, with full-time application developers noless, cannot.... sad.

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