Question

Assign a business process to a user from a workflow

Laserfiche Cloud Workflow Forms

Updated March 6

asked on March 4

Using Laserfiche Cloud, I'm trying to start a business process from a workflow and assign the business process to a specific user.

I have a couple business processes for requesting access to different software, and a business process to report changes in personnel. They were developed to be used separately.

When the personnel change form is submitted, I test to see if the user clicked checkboxes for the software access and if so, pass variables and start a workflow. The workflow checks which software access boxes were checked and starts the appropriate business process and prefills some of the form with the personnel change form values. That all works great, but the software access forms don't know who to assign the task to, so the process suspends.

Any suggestions on how to assign the software access form to the person who submitted the personnel change form?

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Answers

APPROVED ANSWER

replied on March 5

Have you thought about having the specific user passed to the form from Workflow to a hidden field on your form, which can then be assigned in the User Task, from the Variable picker on the right of the user assign box?

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replied on March 6

Hi Anthony, I have the initiator value passed to the Workflow and to the Software Access form; however, the Software Access form can be used independently from the Personnel Change form, and I don't know how to assign the incomplete form from the workflow to the Personnel Change form initiator. On submit of the Software Access form it is assigned to the person who authorizes software access. Is there a way for the workflow to save it as a draft and keep it assigned to the initiator, or for the business process to test if the form is complete and reassign back to the initiator if it isn't?

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SELECTED ANSWER

replied on March 6

I have found a solution. After sending values from the business process to the workflow, then sending values from the workflow to a different business process, I added a gateway to test if the form was complete, and when not, assign it the initiator of the first business process, otherwise proceed with the next step.

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Assign a business process to a user from a workflow

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