Question

Field rules are ignored when a Laserfiche Forms process is started from a Workflow

Forms Workflow Version 11

Updated January 9, 2024

asked on January 8, 2024 • Show version history

Background:

I have a Laserfiche Forms (v11) process that contains a Workflow task. That Workflow (v11) retrieves a business process variable, assigns values to 2 tokens, and then invokes a business process. So, basically, this 'Upload documents' process in Laserfiche Forms contains a Workflow Service task that sprouts up another Forms instance of a separate Forms process, 'Periodic Reports'.

The 'Periodic Reports' process starts with a Start Event (so that it can be started from a workflow). The form for the first task, 'Input Dates', has field rules that determine which date fields appear, given which report is selected from the 'Report Name' drop down menu.

Result:

Everything seems to work up until the user who's assigned to the 'Input Dates' task opens the form/task (which was created using the newer forms designer, not classic). The field rules are ignored, so no date fields appear. However, if the user, then, re-selects the same option from the 'Report Name' drop down menu, the expected date fields do appear according to the field rules.

Is this a known issue?

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Replies

replied on January 9, 2024 • Show version history

I believe what you're seeing is a result of how the field rules function. Field rules are handled with JavaScript, which means they depend on web browser functionality.

When you have a form started by workflow, there is no browser/client involved so those client-side functions don't run until an actual user engages with the form.

Depending on which designer you're using, one way to address this is to add JavaScript that triggers the change event on those fields as soon as the form loads, which will trigger the rules.

However, with that being said, it does makes sense that these rules should be evaluated and applied automatically on form load to account for these scenarios.

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replied on January 9, 2024 • Show version history

That makes sense. I'll try to add the JavaScript to trigger the change event for the fields.

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replied on January 9, 2024

What build of Laserfiche Forms 11 are you on? Are you using the new designer or classic?

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replied on January 9, 2024

@████████

Laserfiche Forms Professional Version 11.0.2212.30987

Using the newer designer, not classic.

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replied on January 9, 2024

So essentially you have a drop-down field in a form that is populated by an invoking workflow and a field rule that shows a date field based on the drop-down field selection? Just want to make sure I got this right before I try to recreate it.

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replied on January 9, 2024

Yes, that is correct. Thank you!

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Field rules are ignored when a Laserfiche Forms process is started from a Workflow

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