How do we copy form data to LF template fields ?
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Answer
Passing data from Forms to a Laserfiche Template requires a little bit of configuration with Forms 9.0. You will need to have the save to Laserfiche enabled and will also need to preconfigure the SaveToLFConfiguration.xml. Once that’s set up all you need to do is set up a couple activities in Workflow and you’re good to go. You can find all the details about this process in the Workflow help files. Otherwise this Presales Place does a pretty good job of summarize all the steps.
What if we can't access the Presales Place referenced above?
For Forms 9.0, you can reference this page in the online help. If you're on Forms 9.1, the best way to do this is to use Save to Repository service tasks, which greatly simplify the process of saving forms to the repository with the metadata you want.
Replies
You need to use the "Retrieve Laserfiche Forms Content" activity when you start a workflow to retrieve the information from the form (either the most recent form submission or the form submission based on metadata from the files saved to Laserfiche) Below are screenshots I took from Workflows I have built. One of the tokens is retrieved from the submitted form and the other from the submitted forms parent folder.
Once you have this information, if you are using a collection or other repeatable fields, you will need to iterate through those tokens in order to get all the values you need throughout your process.
After all this, you will need to use the "Assign Field Values" activity in order to apply this metadata to the forms/documents. Also, you will need to mark the checkbox for "Remove fields from unassigned templates" in that "Assign Field Values" activity.