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Question

Form invokes workflow,

Forms Workflow
Updated July 5, 2021
asked on July 5, 2021

I have a form process where I want to invoke a workflow that will act on the document just created by the forms save to repository task. How to I make sure that the workflow will act on this document? It wouldn't be in the starting rule because it's triggered by the form process, so how do I make sure it acts on that specific document? 

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replied on July 5, 2021

A technique I have used is to save the Form InstanceID which is unique to each running forms process as a Metadata field to the Form saved. When forms calls the workflow, the Forms Instance ID can be passed to the Workflow and used to perform a search to find that document.

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