You are viewing limited content. For full access, please sign in.

Question

Question

Tracking completed/submitted forms

Workflow Laserfiche Forms
Updated September 8, 2020
asked on September 3, 2020

Hi,

We need to send a LF form link to all internal LF users and then track the users who have submitted and who haven't submitted the form (the form is a simple checkbox and signature form) to confirm receipt of an online training session.  What would be the best way to approach this?

Thanks,

Anthony

0 0

Replies

replied on September 4, 2020

Hi Anthony,

My idea is to set up a single line field on form, which has default value to current user name token. Then you can use the field in report and summarize from there.

The field can be always hidden with data saved by field rule if necessary.

0 0
replied on September 4, 2020 • Show version history

Hi Ziyan,

Thanks for the reply.  How would I track those who haven't submitted the form?  

Anthony

0 0
replied on September 4, 2020 • Show version history

I would use Workflow and the repository to monitor the group of forms as a whole.

Have WF go through a list of users (either from a spreadsheet data source or from an active directory group if you have one handy). For each user, send them a link to the form and make a folder in LF with the user name. In Forms, collect the username as part of the form and once the user submits the form, save it to the user folder you created earlier. Add a second workflow on a schedule to look for empty user folders and remind them they still need to fill out the form.

You would want to stop the schedule after a reasonable period of time so WF does not keep checking for empty folders long after all users have signed their forms.

You could add extra niceties like keeping track of how many times you reminded the user and escalate to a manager if it exceeds a certain count. Or send out the list of users who are lagging as a report.

 

2 0
replied on September 8, 2020

Thanks for your suggestion Miruna.  What I have currently setup in WF is this. 

My WF searches for document with a specific tag, creates Web URL links to all these documents and emails all users in a specific AD group.  I then cycle through all these users in the group and invoke a business process within our Forms Sever and pass the username, User Full name and Email Address into this form.  The form is set to assign to the username which is entered in the form (in essence, assigning this form to the users inbox ready for completion and submission).  This will allow for an admin to see how many users still have forms sitting in their inbox to submit and who has submitted them.  Once submitted, the form is saved to the repository.

Does this sound like it would work?  I have attached my very rough wf layout (with space holders for other processes).

 

Anthony

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...