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Workflow Designer saving Fill PDF configurations to the local disk?

posted on April 27, 2022

I thought when publishing a workflow your configurations for that workflow are saved to a database, so that if opening the workflow from another computer, you would see the same configurations.

We have a situation with the Fill PDF activity where depending on the workstation you open the activity on, you will see different configurations.

Each workstation that sets configurations can only see theirs, the others see nothing configured in the same published workflow.

Anyone seen this before? Is the product not entirely database driven. If not, where are these configurations saved and how do they load from the remote workstation at runtime?

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replied on April 27, 2022

Published workflows are saved on the server (In the database and the WF volume). Are you connected to the same server for all these workstations? Are you logged in as different users? If yes, do they have the same access rights to the various workflow definitions?

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replied on April 28, 2022

Same server, same user. But configurations are only visible when opening the workflow from the station they were made on.

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replied on April 28, 2022

Correction, different Windows User accounts on each station, but same access rights since the WF security is at default Everyone > All.

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replied on April 28, 2022

Confirmed also same Windows User account on each station gives the same results, configurations are only shown on the workstation they are made on. Configurations are being saved to the local disk, not the SQL server.

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replied on April 28, 2022

Wait, are you saying you're opening a workflow saved locally and not published to the server? How are you opening it? File\Open or double-clicking a .wfx file? Or Workflow\View Workflows?

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replied on April 28, 2022 Show version history

No .wfx file involved here. They publish from a workstation, then open the same workflow from another station.

When they publish it looks something like this

But if opened from somewhere else all the non-list definitions are missing, only the field with AR defined stays

Maybe AR is a default and this why it stays?

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replied on April 28, 2022

Please open a support case and attach this workflow as a WFI file.

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replied on April 28, 2022

I can reproduce that error with what looks to be your PDF (from this thread), but not with other PDF forms. It actually is not a matter of different machines. I get the behavior you describe if I publish a workflow with that PDF, close that workflow in the Designer, then reopen it from the server.

Like I said in the other thread, it looks to be related to the fact that fields are not editable in the PDF itself. If you (or the customer) have a copy of the PDF that allows editing properly, please attach it to the support case.

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replied on April 28, 2022

Oh that is the same customer, this is what they are using. I sort of see what you mean in that the PDF can be edited in the browser and saved, but once you save it, then you can't save it with any further details.

 

https://www.uscis.gov/sites/default/files/document/forms/i-9-paper-version.pdf

 

I had directed them to use what the IRS called the "paper version" which is a fillable PDF since the regular version found here is a Dynamic PDF and workflow does not support Dynamic, only Classic Fillable

https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf

Am I correct in this logic? Which version should we use?

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replied on April 28, 2022

Yes, what I'm seeing is that if you download the "paper" version (before filling it out), it makes a weird un-editable PDF form that somehow still presents itself as a PDF form. So it's not usable because permissions on the file don't allow it to be filled.

Unfortunately, neither one looks usable (this one because it's broken, the other one because it's a dynamic PDF).

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replied on April 28, 2022

In this case, why does the workflow work? The configurations saved on one station, that do not show on the server, do run when the workflow runs and all the fields are filled, as long as the last person to publish was the station with the configurations made.

Also why everytime the activity is opened on the one workstation, does it show all the values still configured, where is it getting this information if not from the SQL database (which would show across all workstations)

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replied on April 28, 2022

That's not the behavior I get. When the workflow definition is reopened (the whole workflow, not just the activity properties), the field data is wiped out. So it looks to me that somehow the fact that the form does not allow filling out fields is interfering.

The published workflow does not have any values other than the State field in it.

If you have a PDF that can be filled, please attach it to the support case and we'll do some debugging. The one I get from USCIS's website does not allow filling in fields.

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replied on May 3, 2022

Customer here.  I unlocked the paper version of the PDF and was able to fill, save, etc. in the downloaded copy.  I transferred the unlocked version to my LF repository and replaced the Fill PDF activity's Master copy with the unlocked version.  Every activity that references the I-9 pdf is now using the unlocked version and I am still seeing issues with the values getting removed when I switch from my local PC to the other workstation and open the published workflow.  I have tried updating the Fill PDF activity on the other workstation and then opening it on my local PC and the values that I had assigned from my local PC are now gone.  I am using the same Windows login on both my local PC and the other workstation.

 

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replied on May 3, 2022

I just did another test as follows:

  1. Opened workflow on another workstation, using my normal credentials.
  2. Filled out all PDF fields with variables from the workflow
  3. Published the workflow
  4. Opened on my local PC using same credentials
  5. All values seemed to be there
  6. Closed workflow on my local PC
  7. Opened workflow on the other workstation and all values were gone
  8. Closed workflow on other workstation - closed Workflow Designer
  9. Opened workflow on local PC - values are still there.

 

End result:  Values are there when opening the workflow on my local PC but the are not there when I open the published workflow on the other workstation. When I first tried this experiment the values disappeared from the workflow on BOTH computers.  I had to start all over from scratch and then got the results noted here.

 

 

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replied on May 3, 2022

Right, but that's only with the i9 PDF from the other threads. Correct?

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replied on May 3, 2022 Show version history

No, I'm using an unlocked PDF, as noted in the other threads most recent comments. I did mention this in the comments in this thread.

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replied on May 3, 2022

Here's a copy of the unlocked form.

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