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Laserfiche Cloud: Instance ID on Public Form for Lookup

Laserfiche Cloud How To Business Processes Workflow
Updated May 22
asked on May 14

I currently have a public form that at times, requires to be returned to the Anonymous User (via email).  The process completes as should (saving, writing data to a table for pre-filling resubmission results and email sent via workflow).  I am using the Instance ID in the URL as well as in my lookup rule but why would the Instance ID not populate on a public form (it is only shown for testing purposes) for lookup rule to populate data?

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Replies

replied on May 14

Are you saying the Instance ID is not populating from the URL or asking why it doesn't populate in the field using the default value on the initial submission?

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View 12 previous replies
replied on May 14

I know the Instance ID is not created until after the initial submission; and yes, the Instance ID is on all approver forms, even when I view the resubmission form internally it is populated; however, the Instance ID is not populating on the Anonymous User form at all (the variable/field does not show), and the URL has the correct values for email and Instance ID???

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replied on May 14

Is the variable of the field to pull the instance ID the same format as what is in your URL?

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replied on May 14

The Instance ID variable is a Single Line (text) and the Input Parameter is set as String.

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replied on May 14

Your variable name needs to be the same as the reference in your URL.  So, if your variable name is Instance_ID then the url needs to be https://yourURL?Instance_ID=11111&Email=youremail

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replied on May 14

I apologize, yes the URL populates the correct values.

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replied on May 14

The key is the variable name not so much the value.  What is the variable name of the field you want to populate and what is the format of your unique URL.

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replied on May 14 • Show version history

Most definitely: variable names (E_mail and InstanceID) the format is: 

https://formname?CustomerID=(Laserfiche Account ID)?E_mail=-(email address)@gmail.com&InstanceID=(Instance ID)

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replied on May 14

That is a live link so you may want to remove or edit it, I just wanted to verify your format.  I did see you have a "?" between the CustomerID and Email.  That should be an "&".  When I replaced it the email address populated.  The instanceID field is hidden on the form currently so I'm not sure if that populated it.  

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replied on May 14 • Show version history

Yes, replacing with "&" populated the email address field; but the Instance ID is still not populating.

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replied on May 15

Angela,

Since knowing the email address is populating, I went with an extra field, the Form Number, now it is not populating but is in the URL???

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replied on May 15

The email address did not populate when I clicked on the link, I had to change the url to see the email address in the field.  As long as your variable names match the format of the URL, they should populate.  I would suggest making the fields visible from a public view while testing.  Try shortening the URL to one variable and then adding additional ones one at time to see if it is a formatting issue.

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replied on May 15

In progress... Thanks.

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replied on May 15

The URL currently uses the email address variable and populates the email address field; when tested on the preview side, it populates all the information correctly but when the email is sent with the link, the email address is populated but the lookup rule is not populating the fields???

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replied on May 15

I don't normally use cloud so I might be off, but it sounds like information to trigger the lookup isn't getting written to your lookup table.  

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replied on May 15

I know for sure the information is being written to the lookup table because when I test internally with entering the email address, the information populates.

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replied on May 18

I take it you're passing a key as a parameter in the url that is used in the public form to fill fields from a lookup table that was populated on an earlier submission. 

for example:

https://portal.laserfiche.ca/xxxx/forms/buildingPermit?devID=c1bcb4ca-06aa-45e8-88e4-6dfad1d0d492

In this example, there is a variable devID that is the lookup source "where"

The other fields are filled from this lookup

 

A lookup rule based on the devID prefills the other variables giving the impression the second form is a public task. Public tasks are not supported in LF however a new submission that fills the second submission with information from the first is allowed.

This should work fine. 

 

You can pass variable values to Laserfiche Forms to prefill fields using URL parameters. The first variable is added to the form URL using a question mark (?), like this:
?field1=value1

Each additional variable is appended using an ampersand (&), like this:
?field1=value1&field2=value2&field3=value3

For example:
https://forms.laserfiche.com/form/ExampleForm?name=John&email=john@example.com&department=Finance

 

 

 

 

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replied on May 19

Thanks Sean!  In either cases of using the Instance ID, which did not populate for the resubmission form; nor the email address, which populated in the field, the lookup rule is not communicating with the public form.

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replied on May 22

Thanks all, resolved!

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replied on May 22

What was causing the issue?

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