Question

Capture direct approval name to form fields

Forms Laserfiche

Updated July 10

asked on February 6, 2020

We have a client that would like to have the following scenario work:

A Forms task is assigned to a person who has the option to use Direct Approval through email. (This is already configured and working)

When the task is approved through the email, the Forms process moves on to the next task, which emails the new assigned person with a copy of the approved form attached. (This is already configured and working)

The attached form needs to have the Approver's name, the Approval Date, and the Approval status (approved or rejected) captured in fields on the form. (This is the part that's giving me trouble)

The attachment settings are set to use the specific form with current process data, and I set the default values in the fields to:

Approver: {/dataset/_submitter_displayname}

Date: {/dataset/_submission_date}

Time: {/dataset/_submission_time}

Approval Status: {/dataset/_action}

No data is put into the fields. What am I doing wrong? Is this even possible?

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Replies

replied on November 7, 2023

I'm experiencing the same issue. If anyone has insight into this, I would be greatly appreciative!

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replied on November 7, 2023

Hi Dustin,

I don't think set these tokens into fields default value can make it work. As the default values are set for first time only, and that time the tokens are empty. Below is an simple test:

I set the tokens into default value, and labels of this field

and finally I get this attached form

Default values won't be inserted again, but other places, like the text above/below a field can.

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replied on November 8, 2023

I see what you're saying. Are you aware of how to set these dataset values to a variable for reuse later? I have it setup on Form A and Form B, trying to set it to the variable of that field but it just seems to overwrite with the most recent submission info.

dataset.PNG (9.29 KB)

| Download

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replied on November 9, 2023

I think it's expected, when you save Form1, the tokens are still empty, but when you load Form2 for first time, the tokens already have value thus it displays. Also the tokens do save the most recent submission's info, this is also by design, if you want to keep the info along with all the submissions, I'd recommend build some javascript to append each submission info to a field, then retrieve a specific submission's info for later use.

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replied on July 10

Did anyone figure out if this is possible?

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Capture direct approval name to form fields

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