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Question

reassign template

Workflow
Updated January 21, 2022
asked on January 21, 2022 • Show version history

Ok, I have these forms in the repository with a certain template. I would like to reassign the form to a different template. I tried the reassigning as per the pic below but it's not assigning the new  template. Any idea as to why this is not working.

 

Template Change.jpg
Template Change.jpg (81.75 KB)
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replied on January 21, 2022

How are you starting this workflow and identifying the document to be updated?

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replied on January 21, 2022

For the WF, I have a folder that I have Forms create a PDF and it gets place in the repository.

 

And I'm sure what you mean by identifying the document to be updated.

Template Change2.jpg
Template Change2.jpg (56.7 KB)
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replied on January 21, 2022

Create a repository search for each document with that template.  You create the search in the repository, then copy the syntax to the workflow search activity.  Then move all of your steps inside a For Each Entry loop.  In the For Each Entry activity, change the starting entry to Output Entries of the search activity.  You will then need to change Starting Entry to For Each Entry output.  The variable will also need to be changed to For Each Entry. 

replied on January 21, 2022 • Show version history

In this case Thomas,  he should not have to do a search or a loop as the workflow is started when the document is created in the folder, as the starting entry for the workflow should be that of the document created.

From what I do see Carlos, you should be able to do all of this in the forms process without a workflow, as Forms can Query  the DB, assign the Template, Fields and Metadata to Forms when it is saved to the Repository and have a condition to choose to send the email.

The one thing I do see is if the Condition is met to send the email, you end the workflow, meaning it would not get to the Assign Field Values in that case

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replied on January 21, 2022

Ah, thanks for the clarification.  I read the post incorrectly.

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