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Question

Routing multiple forms to repository

asked on March 31, 2020 Show version history

I am trying to rout multiple forms within a process to the repository.  There is a user task in the process to assign an employee ID to one of the forms, which pulls in the required fields for the workflow.  Do I need to create multiple user tasks to assign the ID to each form I am sending to the repository, or will it work to assign the ID to just one of the forms?

 

My process looks something like this:

  • HR initiates Hire Recommendation Form, which routs for approval, and sends e-mail notification to applicable individuals. (This form needs to save to the repository)
  • Once the Hire Recommendation Form is complete and approved, HR receives a task to complete an Employment Notice, which is sent to the new employee. (This form needs to save to the repository)
  • HR adds the employee to our HRIS system, and our databases are updated.  Once this is complete, HR adds the employee ID to the form(s) via a user task.  Once complete the forms should rout to the repository.

 

Thank you!

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Answer

SELECTED ANSWER
replied on March 31, 2020

If you are using the same EmployeeID variable on each form, you should only have to fill it in on one form. The trick will be, in your save to repository task, make sure to configure it to use Hire Recommendation Form USING CURRENT PROCESS VARIABLES. Since the EmployeeID field is now filled in (from the latest form), the Hire Recommendation Form will use that value as well. 

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replied on March 31, 2020

This is great information.  Thank you, Jared!

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