If you're assigning the field values when you save the form to the repository, then that is fine, but if you plan to do anything with the document from workflow you will need some kind of unique identifier to search and retrieve the saved form.

Ok here a another example I added the dataset in my Configure Fields but now I'm having issue with Search Activity what the correct way to enter the syntax with what on my Configure Fields ??

You can build out your search syntax in the LF Client using normal advanced searching and test values, just set up your search and display the Search Syntax section.

Once you have the syntax you want, copy that into the workflow activity and just replace the test value with the workflow token(s).

Ok, now im having issues with my workflow.   

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

The Search Repository No entry was found.

Search Repository Search command argument cannot be null or empty.
Parameter name: command

For the first issue, are you running this manually, or are you testing it by submitting the form and running that process?

For the second issue, it's probably related to not being able to retrieve the form data but it's hard to say without knowing what you put in your Search Activity configuration.

For the first issue I'm running this manually and for the second issue now I try this get but this time it like this

If you run the workflow manually, then that error message is correct; it was not started by Forms therefore it has no Instance Id or Submission Id.

Both required in order for the Retrieve Business Process Variables activity to retrieve the data from Forms.

Think of it this way; if you run the workflow manually, how would it know which form instance to pull the data from?

You can input those values manually for testing purposes, by going into the advanced setting for the activity, but it can't work without that information.

Hey Jason, how about we do a walkthrough on how to setup my workflow all I'm trying to do is when I run my forms to the  repository and when I go to it I would like the see some of the text to my form goes into the template??

Is there a better workflow than the one I create??

Or can you show me where I can added the Instance Id or Submission Id??

When you select the Retrieve Business Process Variables activity in the workflow designer, look in the top right of the Properties pane and there will be a gear icon.

That is where you can enter manual or token values. However, you'll need to switch that back to the default settings when you run it from Forms.

See "Advanced Properties" and "Process Instance" on the following pages

Retrieve Business Process Variables (laserfiche.com)

Process Instance (laserfiche.com)

Okay, I did Properties pane on the Retrieve Business Process Variables and switch it back to the default settings what next??

I'm not entirely sure what you're asking.

If you are trying to initiate this workflow manually from the designer, then you need to enter the Instance Id and Submission Id so the workflow will know which instance to use to retrieve the data.

If you are running it by just running the Forms process, then the default settings are correct and the Forms instance will be passed in automatically.

I would suggest reading through the documentation links I provided to get a better understanding of what this activity is doing and how it works.

Okay, my bad I got confuse ok back to the  Properties pane on the Retrieve Business Process Variables do I need a  Input Parameter on both Instance Id and Submission Id???

Also Jason, let me explain what Im look for im creating a workflow that connect with my laserfiche forms and connect with my template in the repository and capture all the info from the forms and it automatic put into the template something like this for example