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Question

How Can I Set Up Business Process Variables In LF Cloud To Create Word Document

asked one day ago

Hello Everyone,

Please I need help on this one.
I am trying to create a form that after it is approved the form data is passed to a workflow that create a word document. I have done this before in On Prem Version but how to set it up in the cloud is a bit confusing.

Please can anyone please help provide a stepwise guide on

1. How to set up the variables in the forms business process and workflow

2. Is the input and output parameters supposed to be the form field variables?

3. In configuring the word template, do i still need to add the number in the front and back of the variable? For example: 2project_finance2

4. Is the output parameter to be set as well or is it just the input?

Please help. and thank you in advance.

regards

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Replies

replied one day ago

Business processes can pass data to workflows through input parameters. If you don't expect to send data back from a workflow to a business process, then your workflow does not need output parameters. 

I don't know what you mean about adding numbers to the beginning and end of variable names. 

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replied one day ago

Thank you Miruna. When setting up the Word Template for the variables that will be updated, you add numbers in front of the variables. I have done this before in LF On Prem.

How about How to set up the variables in the forms business process and workflow

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replied 12 hours ago

Step 1: Create your form to collect the information you want to be in your Word document.

Step 2: I typically configure the shell of the process diagram. Just add the workflow service task to the process diagram, this will be where you will be using the Update Word workflow activity:

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Step 3: Configure Workflow

Step 3A: Open the Laserfiche Cloud designer: APP Picker -->Process Automation --> Workflows

Step 3B: Check these two options on the right

Step 3C: Scroll to the bottom

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Step 3D: – Click View Parameters

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Step 3E: Configure the Input/output values of the workflow activity with the fields that you want to get from the forms

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Step 3F: Configure your workflow to include the Update Word Document Workflow Activity

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Step 3G: Import the configured Word document with Merge Fields configured. Configuring merge fields is covered in detail in the attached whitepaper, "Updating a Microsoft Word Document with Laserfiche Workflow" (See attached).

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Step 3H: Import Word with the Merge Fields configured:

  1. Select Import Fields
  2. Associate Workflow variables to update Word component

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Step 4: Finally, return to the forms and configure your Workflow activity, mapping your form fields to the corresponding workflow input parameters.

Always remember to save and publish your forms and workflow processes to see the changes made. :)

Good Luck!

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