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Posted to Laserfiche Cloud

Question

Location of Saved Draft Forms in Laserfiche Cloud

asked on March 6

Similar to this post but for Laserfiche Cloud: 

How can an administrator locate and recover a public form draft in Laserfiche Cloud if the user accidentally provided an incorrect email address? This is a lengthy form, and we need a way to resend the access link to the correct address so the user doesn't have to start over.

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Answer

SELECTED ANSWER
replied on March 9

In the business process monitor page, the left bar allows toggling between instances/tasks/drafts. You should be able to search by process name.

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Replies

replied on March 9

Additional instructions regarding Managing Saved Drafts can be found below the Suspended Tasks section on this page: https://doc.laserfiche.com/laserfiche/en-us/content/pa-bp-monitor.htm#Suspendedtasks 

A direct TOC link to to the Managing Saved Drafts section will be added soon.

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replied on March 10

Thank you!  The screenshot was very helpful - I was able to find the draft form.  I have two follow up questions. 

 

1. I am the administrator and have all rights assigned.  When I click on the draft form I get an error:

"The form was not submitted

You do not have sufficient rights to view this page. [LF8]"

- I need to verify this is the correct form.  How do I get the rights to view the draft form?

 

2. When I updated the email address for the draft form to the correct email address, the screen refreshed and I can see the email address is correct now but the draft form was not received. 

- Is this a bug or did I miss something?

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replied on March 10

For number 2: you can select the draft that you changed the email address on and then click a button on the top right of the screen to resend the email notification - the user should get the draft form. Hope that helps!

resend draft.png
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replied on March 10

Thanks!  I did two tests - one to gmail and one to my work account.  The work account was never received - I'll ask IT if it's blocked.  The gmail account eventually got it - however, when I click on the link in the email to access the draft form, I get an error detected:

We're sorry

The server encountered a temporary error. Please try again in 60 seconds. If the problem persists, please contact your solution provider or Laserfiche Support.

Any ideas how to fix this error?

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replied on March 10 Show version history

Update from IT: nothing is being blocked - the email was not received on our end.  However, I just tested again and got it in my work email - hooray!  But I still receive an error when I click on the link: 

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replied on March 10

Hmm I'm not able to reproduce that. Did the email you got in your work email contain a form pin?

  1. I saved a draft of a public form with my personal gmail
  2. I changed the email for the draft to my work email
  3. I resent the email notification
  4. I clicked the "Click here to complete your form" 
  5. Filled in my work email and the pin sent in the email
  6. Form loaded

 

If you followed those same steps I'd recommend opening a support ticket because there might be something else happening behind the scenes.

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replied on March 10

Yes - I received a pin and link in the email. Following your steps I get stuck on step 5 - the error comes up. I'll let our SP know.  Thanks!

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