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Question

Moving Variables From a Form to SQL Report using Workflow

asked on August 18, 2023

Hi, I am trying to pull in fields from a Form to an existing SQL Report via a workflow. I completed the Form Process and have now started the workflow but am stuck at what steps to take. Does anyone have an example or can list the steps to accomplish this? I currently have what is attached. Much appreciated. 

Workflow.jpg
Workflow.jpg (25.35 KB)
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Replies

replied on August 18, 2023

I assume when you say “SQL Report” you mean a table in a database.  If so, then what you have in your screenshot could work, if what you are doing is taking a single set of data on your form and adding it as a single record/row on the database table.

But if instead, you have a table of data on the form that needs to be added as separate records/rows on the database table, things will need to be tweaked to handle that.

Or if instead, you are wanting to update an existing record/row on the database table, we’ll need to use the Update Data activity instead of the Insert Data activity.

Also - when you say you are stuck - that could mean a lot of things - to best assist, please elaborate on what specifically are you stuck on?  

  • Configuring your Workflow server to connect to your SQL database?
  • Configuring Workflow itself to connect to your SQL database?  
  • Setting up the Insert Data activity to use that existing connection?  
  • Setting up the tokens for the individual fields in the Insert Data activity?
  • Something else entirely?
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replied on August 18, 2023

Thank you! Yes, by SQL - I mean a table in the database.

I am taking the single set of data from the form and adding it as a single row to the table. Do I still need to set up "Insert Data activity to use that existing connection"? I have the values picked (attached) with the server and workflow connected to the database.

I was stuck on the workflow itself and didn't know if what I had was sufficient to run. 

Much appreciated for the help!

Table.jpg
Table.jpg (23.23 KB)
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replied on August 18, 2023

It looks close.  You just need to add the tokens from your "Retrieve Business Process Variables" activity into the value area from that last screenshot.

Click the "Set Values..." button and you should get a pop-up like this:

Using the token pickers (the ">" buttons) on the right to select the tokens from your workflow.  That should open a menu that includes all available tokens from all activities before this one.  So you should see the "Retrieve Business Process Variables" activity in that menu, and can drill into it to see all of the variables that you selected to be available in that activity.

Should look like of like this:

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replied on August 18, 2023

Tokens added - thank you for your help!

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replied on August 18, 2023

You're welcome.

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