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Question

How to get you Laserfiche Forms to the Laserfiche Repository

asked on March 22, 2021 Show version history

I trying to get my forms to the Laserfiche Repository and I don't know where to start??

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SELECTED ANSWER
replied on March 22, 2021

On that Save to Repository service task, you'll need to set-up a profile (Laserfiche server address, repository name, and a username and password).

Then you select which version of your form you want to archive (can be the version from a prior submission or the current version).  This allows you to select how the form looks at a particular submission point, or after all submissions, for example.  You can also a different form entirely, which allows you to set-up an "Archival" version of the form that is set-up for the best appearance in your repository.  Personally, I use the same system user that I utilize for Workflow.

Then you have to name your document, select the path, and configure fields (all of these can use field values from your forms as well).

If you have uploaded attachments on your form, it'll automatically include those, and allow you to populate their name/path/fields as well.

It's just a matter of filling out all the values on the screen, and of course, testing it.

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Replies

replied on March 22, 2021

Hey Matthew let me ask you the side question: When you done create a form in Laserfiche Forms and start testing them how are the save and stored in Laserfiche Forms

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replied on March 22, 2021

Everything in LFForms itself is handled through the LFForms SQL database, but can be managed/reviewed directly in LFForms (I'm on-prem with version 10.2, there is a page called "Monitor" that shows every form - I assume that Monitor page doesn't go away on later versions, but could be renamed).

Inside LFForms, everything is generated on the fly, so when you go to the Monitor page to review a form, it takes all of the field values loaded from each submission up to that point, and then creates a preview of the form.  If you were to go back to edit the Layout of the form, or tweak the submitted values in the database, and then load that form again from the Monitor page, it'll reflect those changes, because it isn't a static view of the form like you would have with the version that is archived to the repository.

Personally, I keep close tabs on all tests I do, and then delete them from the Monitor page when I'm done, to help keep things clean.  If you have a RIO license with multiple environments, you can have a test environment, but without that you just need to be work to keep things clean.

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