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Posted to Laserfiche Cloud

Question

Document upload with pattern matching and user edits

asked on June 20

I am trying to automate the upload of municipal bylaws into our repository. I was able to successfully upload and extract information from several hundred bylaws using a workflow that included a capture profile and pattern matching. The bylaws were uploaded to a folder and the workflow ran on each entry.

Going forward, I would like to use a business process that allows users to upload a bylaw to a form. A workflow would extract the information and return it to the user in a new form where the user can verify and edit the information before submitting. After that, the pdf would be renamed and all the correct template metadata would be applied.

I'm new to Laserfiche, and I'm getting stuck when trying to return the workflow outputs to the business process. I see that there was a "set process variables" tool on previous versions of Laserfiche but I'm not seeing that option now. However, one of the workflows we downloaded from the solutions marketplace did include this tool.

 

I have set input and output variables on the business process, I just don't see how to get tokens from the workflow back to the form. Using the "invoke business process" tool just starts the whole process again, but it does send the expected variables. 

 

This is the draft business process: (missing the final steps to save the finished bylaw)

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Replies

replied on June 20

You may be looking at the documentation for self-hosted Laserfiche. In Laserfiche Cloud, workflows and business processes pass data around with input and output parameters. If you set the Workflow Service Task to wait for workflow completion, you'll have access to its output parameters. On your workflow definition, set anything you want to send back to the business process as an output parameter.

To have your business process wait for Workflow, uncheck this box

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replied on June 20

Thank you!

I knew it would be simple enough. Just so many places to look.

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