Question

Programmatically start Forms process with file attachment

Workflow Forms SDK

Updated September 30, 2020

asked on September 28, 2020

I would like to start a Forms process using software. I tried the Invoke Business Process activity, and it works fine for starting processes that use single-line fill-in fields--and probably several other types of fields, but they don't seem to be able to start processes with file upload fields.

Has anyone figured out a way to use software to start a Forms process that includes file upload fields? We have purchased a license for Laserfiche SDK and have .NET developers on our team with SDK experience. I would ideally love to do it from a workflow and have it fill in one or two upload fields.

Thank you!

0 0

Answer

SELECTED ANSWER

replied on September 29, 2020 • Show version history

Looks like you can pass the URL to an entry to Forms:

https://answers.laserfiche.com/questions/128687/Feature-Request--Import-attachment-into-Forms#128693

The Forms process wouldn't be able to save the file as an attachment to the repository, but then again that would be redundant if it is already there, right?

Have your users leverage WebLink or WebClient to view the docs.

1 0

Replies

replied on September 29, 2020 • Show version history

Looks like this functionality can now be accomplished by starting a Forms Business Process from Workflow in Workflow 10.

Here is the specific help file for that activity.

0 0

View 2 previous replies

replied on September 29, 2020

Thank you Chris. I tried the Invoke Business Process activity mentioned in that KB article, but it seems unable to fill a file-upload field. Am I missing something?

0 0

replied on September 29, 2020

I see, you need to attach the document to the new Forms process?

1 0

SELECTED ANSWER

replied on September 29, 2020 • Show version history

Looks like you can pass the URL to an entry to Forms:

https://answers.laserfiche.com/questions/128687/Feature-Request--Import-attachment-into-Forms#128693

The Forms process wouldn't be able to save the file as an attachment to the repository, but then again that would be redundant if it is already there, right?

Have your users leverage WebLink or WebClient to view the docs.

1 0

replied on September 29, 2020

Very interesting idea. I missed that one in my search before posting this question. I think I could incorporate that idea into my project. Not quite as elegant, but I think it would be completely sufficient.

Thank you for pointing this out!

0 0

replied on September 30, 2020

Nice! Glad to hear it would work for you!

0 0

You are not allowed to follow up in this post.

Question

Question

Programmatically start Forms process with file attachment

Answer

Replies

Sign in to reply to this post.