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Question

Connecting Forms to Workflow Service Task and Retrieve Business Process Variables

asked on April 28, 2021

Hello,

I'm created a form that approved or rejected and I want to catch all data OR at least get to workflow works but I'm having a hard time building a Process and Workflow this is what I'm come up with for now I just want to know how to connect my business process to the Workflow and Laserfiche Repository? Please show me an good example if you can and if you need more info please let me know??

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Answer

APPROVED ANSWER
replied on April 29, 2021

Have you looked at the training offered by Laserfiche at https://www.laserfiche.com/support-learn/certification/.  They have some really good courses on designing workflow and forms.  I have taken a number of them and have received my gold certification.

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Replies

replied on April 28, 2021

Hi Donovan, 

When you setup the workflow, did you set the workflow attribute "Started by Laserfiche Forms"?  This can be found in the workflow properties.

Steve

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replied on April 28, 2021

Yes, I did already done that..

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replied on April 28, 2021

If you click over to the "Messages" tab in the instance details (in the Workflow Designer), what is the warning message for the Retrieve Business Process Variables activity?

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replied on April 28, 2021

Hi Miruna, 

Retrieve Business Process Variables This workflow does not appear to be started by Forms. The Forms instance id was not specified or was empty.

 

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replied on April 28, 2021

Are you running this workflow from the Designer by pressing the play button? If so, that is expected behavior since it wouldn't have information on which Forms process instance to pull data from.

For testing purposes, you can click on the "advanced properties" button in the properties of the Retrieve Business Process Variable activity (the gear icon in the top right corner of the properties pane) and hardcode the IDs of the forms process and submission.  OR you need to run the full "pipeline" from the first submission in the Forms process so it calls into Workflow with the information needed.

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replied on April 28, 2021

Can you show be example of both the ID in the Process Instance and the pipeline??

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replied on April 28, 2021

On the Forms side, you can look at the process instance history under Monitoring and get the instance ID and the submission ID:

(the instance name is in the format <process name> <instance ID>: <submitter>)

On the Workflow side, you'd click on the Advanced Properties

And change the properties to use the values you got from Forms:

This way, you only have to submit the Forms once, then you can test the Workflow side until you're happy with the results.

Once you have everything tested, you will want to change the Retrieve Business Process Activity back to use the instance and submission that started workflow before you put this process in production so Forms can trigger this workflow and have it read the values from that instance instead of the hardcoded one.

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replied on April 29, 2021

Ok this look promising, I will try this, my next question is what you think of my workflow do you think this design will work??

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replied on April 29, 2021

It's not really clear to me what the bigger problem you're trying to solve is. From the workflow definition, it looks like you're attempting to move something into Approved/Rejected folders based on something that happens in Forms. But you already have logic for that on the Forms side, so I'm not sure what Workflow is intended to do.

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replied on April 29, 2021 Show version history

Yes, I do realize that the workflow I create is not need at all because the process is already done in Forms. Plus, I do appreciate your help.

Also let me ask you this can you create me or show me a good workflow example any kind to test my Laserfiche Forms if that is possible and how to connect SQL if  possible?

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APPROVED ANSWER
replied on April 29, 2021

Have you looked at the training offered by Laserfiche at https://www.laserfiche.com/support-learn/certification/.  They have some really good courses on designing workflow and forms.  I have taken a number of them and have received my gold certification.

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