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Question

How to build a workflow to connect with Laserfiche Forms

asked on April 28, 2021

Hello,

I'm want to build a workflow that I can collect, email, or what the best way to start it off because I want to understand how it works and how to connect it to the Laserfiche Forms?

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Replies

replied on April 29, 2021

Hi Donovan,

 

In WF you have activities that will help to achieve what you need.
Using the ASPIRE platform is a good place to start using the activities

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replied on April 29, 2021

Hi Mahesh,

I don't see anything that deal with workflow example on Laserfiche Forms that used those three Process

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replied on May 5, 2021

Within the Laserfiche Forms, process diagram, you can use the workflow service task to call the workflow and complete what you want to achieve.

Maybe if you could provide an example of what you want to accomplish, I can help  you better?

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replied on May 5, 2021

Mahesh,

Sure, 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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replied on May 5, 2021

From what I can see you can simplify things.
You don't need to invoke LF WF in the process diagram. 

You can create a template and assigned it to the form when saving to repository. Configure all the metadata's as require. 
Use a starting rule for your workflow to start when entry is created in a folder, retrieve the fields values and route the form accordingly.

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replied on May 5, 2021 Show version history

 

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replied on May 5, 2021

Okay, I think I understand the workflow but how to create a Template and how to connect Retrieve Field Values. I try to choose a which field value to retrieve and I get an error??

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replied on May 5, 2021

You create a template under LF Administration Console and configure fields in LF Forms Save to Repo

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