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Question

Question

Workflow to set Comments

asked on June 3, 2024

This is for Cloud.

We have a Form that is expense related.  We are updating things to make use of Forms calculation - however there are some summary totals and various other things that are too difficult to build on the form.  So we have a radio button that says something along the lines of "check totals". On submit, the Workflow does the calculations and then pushes the results back to the form to the user.

This works fine but sometimes the users put in Comments ahead of time.  When they submit, the Comments go to the History and then the comments field gets cleared out - thus making them key it in again.  Obviously they could just not fill it in until they are ready but we want to simply retrieve the comments with workflow and then "set business process variables" to push the comments forward.

We dont seem to have the ability to set the comments with Workflow in Cloud.  Is there a tricky way to do this or a workaround that people are aware of?

 

Thanks,

Chris

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Replies

replied on June 3, 2024

You could try using field rules to hide the comment box when process step is X, then they won't have the option to fill it in only to have it immediately reset/overwritten.

Personally, I use CSS to hide the built in comment box in all of my forms since it doesn't push information through like it should. Then I just add my own multi-line field for notes/comments so I can save the variable information.

#comment-container
{
  display:none;
}
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replied on June 3, 2024

Retrieving or setting comments is not supported in Laserfiche Cloud (or self-hosted).

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