Question

Workflow output parameter type file tag is not option.

Workflow Forms Laserfiche Cloud Rules

Updated one day ago

asked on July 25

I am trying to use forms to fill out filled pdf in LF cloud. I have all the inputs set and the output from the document merge rule is set and the run rule in workflow is there with the output but when going to the workflow output parameters i can not choose the file type file. This stops the ability to send it back to the process to call the save to repository task. What am i doing wrong.

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Replies

replied on July 26

I hope I am reading your problem correctly...The process flow need to go from Lf Form > Business Process (of the form) > Workflow (with a document merge)

I find these are easier to work backwards:

-Create a document merge rule (here's where you'll attach your pdf and map the fields)

-Create a workflow with the document merge rule. The import parameters of the workflow need to match the input values of the document merge (which map to your pdf fields)

-Create the form with a workflow activity in the business process.

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replied on July 28

Thanks for replying. Your last step is where my issue is I think.

1. I have a process that has a working form all set.

2. In the process there is a workflow service task that starts a workflow. This has input parameters set and is sending data from the form. The output parameter here in the task is the issue. I can not get it to pass the file back from the rule. I can get text but not the merged file token from later.

3. The workflow has input parameters and it works. The output parameters here are also part of the issue. I can set it up but the tags cannot be set to file. The workflow calls a rule.

4. The rule parameters are all mapped and working. The output Token is set here correctly. This is what i am trying to get back to my process but cant since i need a process to save it to the repository.

I see that it says token not parameter here and the other places in the workflow say output parameter. This should not be this hard should it?

Thanks for your time.

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replied on July 28

This should not be this hard should it?

I mean no, but yes. It can be challenging to get Laserfiche form data to a form fillable pdf. Not like digging a ditch hard, but theres a lot to keep track of. It is definitively doable and repeatable and reliable.

Do you have a "document merge" rule created? You need this to get the variables from the laserfiche form to the form fillable pdf.

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replied two days ago

Yes the merdge rule is there and works fine. It is launch from a workflow run rule. The token is returned to the workflow from the rule as a file. The file is the filled out pdf. I can not save that file to the repository. It looks like it needs sent to the process that called the workflow to use the save to repository task. That’s where it’s an issue. There seams no way to do this?

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replied two days ago

Your form (business process) need a workflow with a document merge activity in it.

Your bp send the form variables to the workflow. The workflow has the input variables configured and are the form fillable fields in the pdf.

The blue starred activities are the ones you need. The document merge rule (run rule - w4), then you need a 'create entry' activity that creates a entry (document) in the specified folder, then attach the 'run rule' activity to the 'create entry - output entry'.

Here's the snippet of the workflow that the business process calls:

Here's a snippet of the properties of the 'attach electronic document' activity:

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replied one day ago

That worked. Thanks so much. I would of never put that together that way but I can see how that works now. I had it close the first time with the create entry just did not thave the attach settings correct.

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Workflow output parameter type file tag is not option.

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