Question

Forms Feature Request: return to previous step

Forms Feature Ideas

Updated March 7, 2021

asked on March 2, 2021 • Show version history

If we could return to a previous step when a step gets suspended, we can remediate the issue and send it back down the path a second (or third, etc.) time.

I just had to cancel 2 instances because of an uploaded document with the file extension ".docx.pdf" which in turn threw off the save to repository step. If I could have returned to the previous step, I could have had the user replace the uploaded file and resubmit.

See below error code.

Thanks!

Update here: The issue was actually NOT the filename, but rather that the file had been signed by DocuSign which is/was a known bug when trying to generate pages.

An error occurred during the execution of the Save to Repository service task. [LFF5426-ErrorExecuteSTR]

Details:
URL: 
Error: ErrorExecuteSTR
Date: 3/2/2021 9:07:15 AM (Pacific Standard Time)
HTTP Status Code: 500
Business Process ID: 52
Instance ID: 38011
Business Process Name: ESD 112 Contract Submission

Stack Trace:
Caught exception: Laserfiche.Forms.CommonUtils.Exceptions.LFFormsException
Message: An error occurred during the execution of the Save to Repository service task. [LFF5426-ErrorExecuteSTR]
   at Laserfiche.Forms.Routing.SaveToLaserficheService.Execute(Int32 instanceId, IRoutingContext routingContext, RoutingInstanceStatus OriginalStatus)
   at Laserfiche.Forms.Routing.ServiceTask.Execute(Int32 instanceId, IRoutingContext routingContext)

Inner exception: System.NullReferenceException
Message: Object reference not set to an instance of an object.
   at Laserfiche.PdfServices.PdfExtractor.LoadFile(Stream pdfStream)
   at Laserfiche.PdfServices.PdfExtractor.ImportPDFPagesFromStream(Stream pdfStream, DocumentInfo doc)
   at Laserfiche.PdfServices.PdfExtractor.ImportPDFStream(Stream pdfStream, DocumentInfo doc, DateTime dtLastModified)
   at Laserfiche.Forms.CommonUtils.LFHelper.TryImportAttachment(Session sess, cf_bp_attachment_data attachment, FolderInfo parentFolder, String volume, String attachmentName, String ext)
   at FormsModel.RoutingModels.Services.SaveFormToLaserficheStrategy.SaveAttachmentToLaserfiche(Session session, XmlDocument datasetXml, STLConfigurationObj conf, DocumentInfo rootddoc, String timeZone, String rootFolderPath)
   at FormsModel.RoutingModels.Services.SaveFormToLaserficheStrategy.SaveToLaserfiche(Session session, XmlDocument datasetXml, List`1 STLConfigList, SaveToLaserficheParameters saveToLaserficheParameters)
   at FormsModel.RoutingModels.Services.SaveToLaserficheHelper.OpenSessionAndSave(IEntityContext _AppContext, Int32 STLRepositoryId, List`1 STLConfigList, XmlDocument datasetXml, ISaveToLaserficheStrategy saveToLaserficheStrategy, String timeZone)
   at FormsModel.RoutingModels.Services.SaveToLaserficheHelper.SaveToLaserfiche(IEntityContext _AppContext, Int32 STLRepositoryId, List`1 STLConfigList, XmlDocument datasetXml, ISaveToLaserficheStrategy saveToLaserficheStrategy, String timeZone)
   at Laserfiche.Forms.Routing.SaveToLaserficheService.Execute(Int32 instanceId, IRoutingContext routingContext, RoutingInstanceStatus OriginalStatus)

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Answer

SELECTED ANSWER

replied on March 3, 2021

We do have a feature called "Jump to step" in our to do list which will allow you to jump to any step in the process. Also we have added support to edit variable value in Forms 11 for process admin to update the variable value, but it doesn't support file upload field currently. Would support process admin to update the variable value for file upload be adequate for your case?

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View 3 previous replies

replied on March 3, 2021

I'm not sure I understand your question, but let me try :)

If I could modify the file name from the uploaded file, yes, that would be helpful.

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replied on March 3, 2021

Hi Chris,

I mean provide the ability to let process admin you can remove the files uploaded from instances variables tab and upload a new file, then retry the suspended save to repository service task.

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replied on March 4, 2021

Now that would be really great. Yes please!

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replied on March 4, 2021

Hey @████████

I'd just like to chime in with: Yes, the ability to edit (remove or re-upload) attachments would be considerably beneficial. However, and forgive me, I haven't used LF11 yet, so this may already be included but could you please ensure that "changes" or "edits" to any process are audit-trailed with a preserved version history?

I note that with Forms processes, you can always access the historical state of a field for a submission by looking at previous submission's "variable tab" in a process.

This same functionality would be important for the changing/removal/editing of documents over the course of a process/instance as well. So, if upon initial submission the user uploaded "Document 1", and then in the second approval submission "Document 2", it is important that if a process administrator modifies "Document 2" to "Document 3", that an audit trail is kept and that the original "Document 2" is not lost so that from an audit perspective we can see the changes.

Please let me know if you need me to clarify further!

Also, thank you and the team again for implementing this ability - it is going to save so much time and troubleshooting of processes for process administrators! +500pts

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replied on March 4, 2021

Hi @████████, yes, there will a step history recorded for the update of the field variable values as following:

And click that step you will see what variable got changed to what value

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replied on March 7, 2021

Beautiful. Thanks!

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Replies

replied on March 2, 2021 • Show version history

I would add to this request a solution that would work and provide better options in design. In workflow we have a try catch. It would be nice to have this in forms as an attachment to a task, this way it can be attached for currently suspended tasks to resolve an issue but also put in place ahead of time when we have a critical task that must not fail and want to have a catch method.

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replied on March 3, 2021

For anyone else having similar issues with uploading DocuSign documents to forms processes, the temporary solution can be found in this thread here:

[DocuSign] An error occurred during the execution of the Save to Repository service task. [LFF5426-ErrorExecuteSTR]

https://answers.laserfiche.com/questions/183366/Bug-LF10-Fixed-LF11-Forms-DocuSign-PDF-An-error-occurred-during-the-execution-of-the-Save-to-Repository-service-task-LFF5426ErrorExecuteSTR#183612

Regarding the request to "step back" in the process, this has been requested numerous times and it looks like the Laserfiche team are taking steps to try and move towards a way to doing that logically and cleanly.

[Feature Request] Forms: "Send Back" / "Step Back" in Instance Management

https://answers.laserfiche.com/questions/169837/Feature-Request-Forms-Send-Back--Step-Back-in-Instance-Management#181833

In the above thread, Jared has responded and advised what they're working on and when they expect to address these issues.

Be sure to raise this thread from the dead and add your +1's as support so that the team realise how important this is for customer facing business processes (like mortgage applications).

Also, there are some ways we could help "prevent" these issues from happening in the first place, so feel free to throw you +1's behind this thread too.

Business Process Modeller Validation Improvements: (2019)
https://answers.laserfiche.com/questions/167363/Improvement-Request-Business-Process-Modeller--Validation-Gateways-and-Conditions#167396

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replied on March 3, 2021 • Show version history

Hi Kris,

With Forms 11, the gateway that has no outflow match will no longer become terminated, it will become suspended instead, and as a process admin, you can change the variable value for the variables used in the conditional outflow to make it has correct outflow match and then retry the suspended gateway.

With the these functionalities, it should be able to address the major situations you listed at https://answers.laserfiche.com/questions/169837/Feature-Request-Forms-Send-Back--Step-Back-in-Instance-Management#181833 and https://answers.laserfiche.com/questions/167363/Improvement-Request-Business-Process-Modeller--Validation-Gateways-and-Conditions#167396

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replied on March 4, 2021

This is great news, thank you!

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replied on March 3, 2021

Yes, please.

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Forms Feature Request: return to previous step

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