Question

Reset A Field Value Using Workflow

Laserfiche Workflow How To Version 11

Updated June 3

asked on March 8

Hello Everyone,

Please is there a way to reset a field to blank and remove previous set value using workflow.

I have a drop down template field with names that can be selected. I want that any selected name be cleared so another person can use the field. IS there a way to do this using workflow?

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SELECTED ANSWER

replied on March 11

Sorry, I originally thought this was for a form. Yes, you can clear out the drop-down selection using the Assign Field Values activity in workflow. For your situation, after the form is moved to the specific user's folder, you can use Starting Rules in workflow to trigger a workflow to search the repository for that document and use the For Each Entry (assuming there could be multiple documents) and the Assign Field Values. In the Assign Field Values, select the field that contains the user(s), but don't add a Field Value.

Depending on your setup of how the documents reach the personalized folder and how they may be accessed will determine your starting rules and continual flow, but that activity will remove the name(s) that are assigned when the document hits that folder initially.

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replied on March 8

If you use the Set Business Process Variables activities at the end of your workflow, you can select the field(s) you want to change in your form. Under the Starting Variables Values, select Special and select NB.NULL to nullify a field. Make sure to set your Workflow Service Task to Yes for "Wait for the workflow to finish before proceeding".

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View 1 previous reply

replied on March 11 • Show version history

Thanks Angela. Its clearer now. But let me explain the use case. I have a multi select field in a template which lists staff names. I can pick a staff or two in the drop down and route a document to the selected staff's private folder in the repository. This is working.

My challenge ( which made me ask the question) is that after the document is routed to the appropriate person, anyone who opens the document another time for the purpose of sending to another staff will see the name of the person it was previously routed to still in the drop down field. I wanted a scenario such that when another person picks the same document, the names of the persons it was previously routed to would have been cleared.

However I could not use Set Process Variable(SPV) activities because I didnt use a form in any of this process. The SPV prompted me to select a Server and the only option is the forms server.

I there any other workflow activity that can the same thing?

Thanks again.

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SELECTED ANSWER

replied on March 11

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replied on June 2

Hello Angela, sorry for late feedback. The assign feed value works to remove the names. But For a text Field how do i reset the field? Also is there a way to remove specific name from list instead of reset all the values?

Thanks

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replied on June 3

A text field would work the same. Are you wanting to do something different for a different field?

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replied on March 10

If this is related to your other post, while you can use Workflow to reset the template field value, you're likely not going be able to achieve what you're asking for. There are no triggers for Workflow to know when a user is just viewing the document. Please use the other thread to explain what you are trying to achieve with template fields.

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replied on March 11

Hello Miruna, thanks for your comment. This is not actually related to the other post. I think Angela's response captures it somewhat though i have a few questions for her.

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Reset A Field Value Using Workflow

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