I'd like to be able to add submitted Forms process data as a lookup source. I envision this as having "Custom Reports" as an option in the Data Sources dropdown, which populates existing custom report definitions into the Name dropdown.
Use cases:
- On a reimbursement request, an employee should be able to choose from a dropdown of her previously approved travel authorization forms. When that reimbursement gets to finance, they should be able to see the authorized amounts as well as any previously submitted reimbursements.
- An employee fills out a form requesting a special exception to [whatever]. On the approval task, the manager could see a list of every time the employee has previously submitted that form.
Workarounds:
- Build a custom table and duplicate the form data into it using Workflow. If data from in-process instances is needed, the Workflow will have to be called after each task and will need to be capable of updating existing rows. Will usually also require a view to filter the data. This approach requires basic SQL skills, Workflow skills/resources, creates duplicated data, and requires modification of existing processes.
- Build a custom view or proc that directly queries the LFForms database. This approach avoids duplicating data or modifying existing processes, but accessing the LFForms database directly is unsupported.
The suggestion above would allow usage of existing Forms data entirely from within the Forms UI, without unsupported LFForms db access, without any SQL knowledge, and without having to add additional Workflow steps to existing processes.