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Question

Form Upload Lookup

Forms
Updated January 5, 2021
asked on November 17, 2020

Hello,


I have a process where a therapist enters notes into a form, but can also see previous notes for the student on another tab. How can I create a lookup for the upload attachments on the progress notes tab and have them show on the previous notes/revise notes tab? These documents to do to Web Client throughout the process. Is it better to generate a Laserfiche Web Client link or is there a way to lookup the form through SQL?

 

 

Thanks! 

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Replies

replied on November 17, 2020

You could embed an iframe containing the webclient on the form page.  Check here

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replied on November 18, 2020

How are you currently populating that table of past notes?

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replied on November 19, 2020

Hi, 
I am populating the past notes via SQL Lookup. Thanks!

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replied on November 20, 2020 • Show version history

Hi,

I've done similar before, tying everything together on the instance ID of the form. If you're already capturing the instance ID in the table where you're storing your notes data, then you could add another table to grab the attachment data. Adding activities to your workflow to build the weblink url, then insert it into SQL along with the instance ID.

You could return that data back to your previous notes page two ways:

1. by adding a hidden field that binds to your Instance ID for each note in the table, then use that as the filter on the look-up rule for your attachment url.

2. or you could create a view to join the two tables together and just have one look-up rule in Forms that returns everything. 

Now that you have that you have the url, you could embed it as Craig suggests, if you want to present it that way.
 

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replied on November 20, 2020

Thanks! I'll give it a shot!

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replied on January 5, 2021

I think I am getting close, but am stuck. I have two activities that will insert the progress note data and the upload data identified by a unique ID. I'm not sure where the generate Weblink URL should be in the workflow. I can only have it configured to the starting activity, not the by row data where the upload is located (in table row). Does the attachment data that is inserted into SQL get used anywhere (sameple data     197:\db815304-bce5-4a82-9bae-758c832aad5c\RetrieveBusinessProcessVariables\10556\2\4511.jpg)?

Thank you! 

 

 

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replied on January 5, 2021

I'm running into another issue. The previous notes populate to a table and I cannot add a HTML column to the table for the link. 

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