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Question

Merge Table in Cloud

asked on April 29, 2020 Show version history

So trying to implement Cloud processes and wondering how you would do a table merge in an update word doc activity.

There is no Retrieve Business Process Variables in Cloud workflow (ouch).  You setup each individual token one at a time as input variables and then pass them in using Forms.  

I have a table on a form.  I created a multivalue input token in the workflow and passed it successfully.  In the Update Word Doc activity, if I select Table Merge I cannot select the multivalue input token.

I tried to incoming data to a multvalue token using assign tokens (and that worked too).  I can't point to that.  I did a for each value pointed to the token and cannot select that either.  For each row doesnt work with a multivalue token.

Any idea what I am missing?  How would one do a table merge with info from a table in Forms in Cloud?

Edit - to clarify, I cannot seem to get this to pull any selectable activities even with multivalue tokens, input values, for each value above it.

 

Thanks,

Chris

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Answer

APPROVED ANSWER
replied on September 17, 2024

Hi All, 

We did write up documentation a couple years ago to outline the steps for this and are looking at ways to make this easier and more simple within product:
https://support.laserfiche.com/resources/4178/migrating-laserfiche-form-tables-into-microsoft-word-documents

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replied on September 17, 2024

Hi Tesia. Thanks for the reply - the look-up tables method "works"; but that involves significant additional moving parts (creation of table(s), rules and additional workflow steps).

In self-hosted you can just use multi-value tokens and the 'Retrieve Business Process Variables' activity in your workflow. If we can have Cloud replicate that somehow would be great!

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Replies

replied on April 29, 2020

Wait, I believe I have it.  So we have to have a Table to host the data?  Then create a rule to write the form data to the table, then have a rule to read the data from the table, then the for each/table field merge?

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replied on October 2, 2020

Chris, did you ever get an answer to this?

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replied on October 5, 2020

Yes, we figured it out.  You have to make a table to hold the data, create an insert rule to store it, create a query rule to get it, and then use it in the update word doc.

I'd stay away from Cloud and that Update Word activity unless they are simple or smaller.  We are using one for an internal process and it is really buggy.  Fields not saving, new word fields not being recognized, etc.  We have about 10 tables (which makes the whole thing above crazy in terms of steps and work) and over 60 single filed variables.  We have a case and a bug confirmation but no estimate on fix.

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replied on April 17, 2023

Hi Chris - did you ever get a response to this on your support case?

It seems that even with the new 'Document Merge' rules that the same issue still exists: you have to have a data look-up rule in order to do a table merge (or put another way: you can't use multi-value input parameter for table merge - it's simply not recognised as an 'activity').

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replied on December 17, 2024

How does this behave if multiple users are accessing the form at that same time? Isn't there a risk that you'll get someone else's data in your word doc? This is an incredible step backward to not be able to access Form Variables from Workflow in Cloud.

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