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Workflow

Workflow Version 9 Version 8
Updated May 31, 2013
asked on May 1, 2013 • Show version history

I have a Form that uses Checkboxes (Hold, Seeking, Held), however, I want that information put into a template, but I can only get TrueFalseTrue as it's only letting me know if it's checked, but not which.  Can you advise on how to accomplish this?  I have a field called Status and want Held if Held is checked, Seeking if Seeking is checked, and Hold if Hold is checked?

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APPROVED ANSWER
replied on May 31, 2013

What kind of form are you using? If you’re talking about Laserfiche Forms, it’s definitely possible to pass the information in the checkbox over to the metadata. All you have to do is assign that checkbox field as a token and it will return the actual value of the checkbox.

 

If you’re referring to PDF forms then it’s a little different. With PDF forms, workflow will only be able to determine whether the box has been checked but won’t be able to give you the actual value of the box. However, you can easily work around this by having workflow assign the correct value in the drop down field based on which checkbox is selected.

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