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Question

workflow triggered by form save to repository task

Workflow
Updated June 2, 2021
asked on May 27, 2021

After a specific Laserfiche form process is finished with the final task being Save to Repository task, I want a workflow to run that will send an email notification of a completed form with a link to the completed form saved to Laserfiche (we use WebClient, so a URL). 

My issue is how to I have this trigger happen? Is it in the starting rules? or in the Workflow itself?

 

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replied on June 1, 2021

When Save to Repository runs, the document creation generates a notification to Workflow, just like any other user creating documents would. So, yes, starting rules are the way to go.

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replied on June 2, 2021

Cool, so there is a starting rule that will be triggered by a form creating a document? 

Also how could I obtain the URL of this newly created document? I want to include that in the email that the workflow would end up sending. 

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replied on June 2, 2021

You would create one for your workflow definition and specify conditions to narrow down which documents you want it to act on. Like, only when a document is created in whatever folder Forms uses, or has a specific template, etc.

When the document is created, the Laserfiche Server notified Workflow and gives it information about the document. It wouldn't have the URL since the LF Server doesn't know where your web client is, but you can build the URL using the Generate Laserfiche URL activity in Workflow.

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