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Question

Question

How can I insert each row from a table field in Laserfiche Cloud Forms into a database or CSV using Workflow or Rules?

asked on July 9 Show version history

Hello Everyone!

I have a Laserfiche Cloud Form with a table field named Tb_Registry containing multiple fields (columns). My goal is to insert each row into our database or a CSV.

However, in the Workflow Designer:

  • I don’t see a “Form is submitted” start event.

  • In the Rules section, I only see options like:
    Decision Table, Formula, Document Merge, Query, Web Request, and Script.

I’ve tried using a “For Each Row” activity inside Workflow, but it doesn’t detect any rows from the table.

🔍 What’s the proper way to retrieve and loop through table values from a form and insert them into external data using Laserfiche Cloud?

Any working configuration, workaround, or updated best practice would be appreciated.

Replies

replied on July 10

Very Easy

  1.  Create an Excel Spreadsheet with all of the column headers in the Form Table and save it to your PC.
  2. In LF Cloud go to Data management and create a New Lookup Table - Type in Name and choose File to upload.  It will open up with a list of Fields and Types and save it.
  3. Go to Rules and create a New Query - Name and Select Query on Lookup Table Radio Button then select Type - Insert for you - Click Create
  4. Box with a list your tables appear select the new table to the next column.
  5.  Select ADD ALL Fields and It will produce %variables for input - Save Rule
  6.  In your Form Flow Diagram add a Task to Rule and select your rule- Map your table fields to Rule Input %variables that are shown when you select you rule - save. Tip Rules have versions nos make sure you refresh your rule task to get the latest published.

Let me know how you go.  I can record a vid later if you want.

 

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