Laserfiche Forms - how to track processes that only use the starting form

asked on August 19, 2024 • Show version history

We have a couple of very simple LF Forms processes that only use a start form (from there, users would either click on a hyperlink to start other processes, or just perform a lookup whose results will show within the same starting form. Submit button is not used here and actually hidden from users.

I would like to track the use of these processes, as we have many users that use them, however, since the form is never actually submitted, these processes do not appear in either the "Monitor" tab in Forms or in Audit Trail.

Any suggestions if there is any possibility to track this kind of business processes ? Ideally I'd expect to see an event when the start form is loaded.

Thank you !

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replied on August 20, 2024

@████████ is correct, here. It is definitely common to have these unsubmittable forms, I am curious about the use case you described with the lookups. What type of information do you present to the users here? I want to expand some of the form capabilities for these use cases and would love to hear more from you or @████████

We have a couple of very simple LF Forms processes that only use a start form (from there, users would either click on a hyperlink to start other processes, or just perform a lookup whose results will show within the same starting form.

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View 2 previous replies

replied on August 20, 2024

Hey Zachary,

We have a similar form - a landing page - that is used by our frontline staff to look up customer information such as if their documents have been uploaded or returned, and displays the links to these forms depending on the contract the customer is being serviced under. I think some sort of metric to track how often these forms are being used would be handy, maybe something like how many times has the lookup been called for the form, if that's even possible.

In our case we can look at the forms linked from this landing page to with their usage to get a rough idea, but it wouldn't be 100% accurate. If a tracking feature was added in natively for forms opened to LF then that would be really cool to see.

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replied on August 21, 2024

Our use case is our FAQ form, which doesn't include any lookups. It was built using the Classic Designer, because that's where we had the most success with building a search function. It's just collapsed sections and HTML fields. Here's a screenshot so you can get an idea of what we're doing.

FAQ.JPG (54.17 KB)

| Download

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replied on August 22, 2024

@████████ That's a neat form, are the links pre-populated with the customer/contract data to reduce form filling on the subsequent forms?

@████████ I haven't forgotten about that! Very neat use case indeed. The new designer needs a way to programmatically collapse/expand sections so I don't fault you for using the classic designer haha

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replied on August 22, 2024

Hey Zachary,

Yeah it's something like that. Here's a snippet of the top half as an example

When their Participant ID is entered, it fills with the other relevant information such as name, email, site, and contract. The traffic light table displays if a required form has been saved to their file in the repository, and if it's recieved, expired, missing, or saved. Clicking on the buttons to open the other forms uses a query string with their ID to automatically populate the customer data in those forms from the other related tables.

We're well aware this landing page form is being used by a large amount of staff daily as it's had multiple requested revisions, but as it has no submit button we don't have an exact metric to use. It's not a major requirement we know the usage stats for this, but yeah hope our use case is of any help

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replied on August 26, 2024

Wow that's fantastic, thank you for sharing this! For a page like that it definitely makes sense to need some way to report on its usage. I'll share this with the team and add this to my reporting enhancement feature research.

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Laserfiche Forms - how to track processes that only use the starting form

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