Question

How To Interact With A Business Process Form Field From a Workflow

Workflow Laserfiche Laserfiche Cloud How To Ideas

Updated one day ago

asked on October 22

Hello Everyone,
Please I need help on this one. I am trying to use conditional parallel workflow to send mail to any number of names selected in a drop down field in a business process form and i have not been able to do it.

How can I interact with a business process form field from workflow?

My Scenario
I have a review process in which the reviewers are selected from a drop down field in a Business Process Form. The difficulty is how to make mail notiifcations go to only those Reviewers selected from the drop down,
Since i didnt know how to create a token to achieve this, i thought i might use a workflow task in the business process to call the workflo to initiate the mail using a conditional parallel actvity tool.
Does anyone have any idea how i can achieve this?

PLEASE HELP

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Replies

replied on October 22 • Show version history

There are three activities in Workflow to work with a Forms process.

Retrieve Business Process Variables will pull in variable values from a Forms process when that process started the Workflow instance. This is the one you need for your use case.

Set Business Process Variables will push variable values back to the Forms process. Once again this is a specific Forms instance that initiated the specific Workflow instance.

Invoke Business Process will start a Forms process and can set variable values. Unlike the other two that are working with a specific Forms instance that initiated the specific Workflow instance, this one is starting a new Forms instance, so this can be a Workflow started from the repository or on a schedule, etc.

Help documentation on Workflow activities (the 3 Forms ones are at the bottom of the page): https://doc.laserfiche.com/laserfiche.documentation/12/userguide/en-us/content/process-act-activities-overview.htm?tocpath=Laserfiche%20User%20Guide%7CAutomating%20Laserfiche%20Processes%7CAutomating%20with%20Workflow%7CWorkflow%20Activities%20Reference%7C_____0

Note that you could archive your goal entirely within your Forms process too - with Inclusive Gateways and Email activities. But I would probably do it in Workflow myself as well.

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replied on October 22

Hey Mathew,
Thanks for the detail answer. I failed to mention that I am working in the cloud not n premise. And cloud does not have retreive business rprocess variables. Any though on how i can still get ths done. It would be easy for me to just invoke a workflow that sends emails based on values selected in a field in a Business Process form each tme i want to send a mail notfication.

Thats what am trying to achieve.

thanks

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replied on October 22

Oh sorry, you did tag your post as Cloud, my mistake. I unfortunately am not familiar enough with Cloud to provide guidance in this case. Hopefully someone else will jump on to the post.

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replied on October 23

Hi Adeyemi,

First, a quick question:

In your question, you mentioned using a drop-down to select multiple reviewers. Are you using a drop-down in a collection, or did you mean a checkbox?

To address your question directly:

How can I interact with a business process form field from workflow?

I would suggest checking out this post, which is similar to your request but goes into the details of pushing form data to workflow in Laserfiche Cloud.

https://answers.laserfiche.com/questions/231460/Laserfiche-Forms-Dynamic-user-task-assignment-using-multivalue-variable

Good luck!

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replied on October 27

Hello Troy,

My error. Its actually not a drop down but a checkbox where you can select mutliple values. And its not a collection.

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replied two days ago

Gotcha.

The post and the process I posted above are still applicable, depending on what you're looking to do :).

If it is just sending an email notification, in the workflow that is triggered by the business process, use an email activity instead of the Invoke Workflow activity described in the post, with the same for each token, and append the rest of the email (@domain.com).

Here is a screenshot to help.

Good luck!

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replied one day ago

Hello Troy,

Trust you are good.

Let me add:
I have been able to set up the process and it is working. At the start of the process, names are selected in a form field, and a review task is assigned to the names selected with notification. My challenge is sending a notification to pny those users selected when the submission is reverted. I felt it would be dynamic if i create a token for the names selected and then just add that token to the To field in the email task.

How to create that token is what i dont know how to do.

If i can get a stepwise guide i might be able to follow it. That is why i thought of creating a workflow with Conditional PArallel which will be based on all the names in the form field. So that for notification task on the business process, i will just call the workflow with the conditional parallel.

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How To Interact With A Business Process Form Field From a Workflow

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