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Upgraded to Forms 9.1 Now No BPs!

Forms Version 9 Business Processes
Updated January 6, 2014
asked on December 17, 2013 • Show version history

 

We just upgraded to Forms 9.1 and now when I log in and go to Manage it says "There aren't any business processes yet.". Where did they go?

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Answers

APPROVED ANSWER
replied on December 18, 2013

The cause of the issue is that the account being used to log into Forms 9.1 did not have the System Administrator role.

 

The issue in this case is that when you are using a repository that contains a Laserfiche user with a linked windows account, Forms 9.0 treated this as two different users. In this scenario, the windows account was a system administrator in Forms 9.0 and the Laserfiche user account was not. In Forms 9.1, user account handling has changed such that it follows what the Laserfiche Server does, in that regardless of logging in as the Laserfiche user or the windows user, Forms 9.1 now treats them as the same user (the Laserfiche user).

 

To address the matter, log into Forms 9.1 using a separate account with system administrator rights. Go into Settings > System Security and click on "Synchronize Users." Once that's done, just grant the affected user the System Administrator role.

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SELECTED ANSWER
replied on December 17, 2013

Please get a support case going through your reseller.

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replied on December 18, 2013

For anyone else having this same issue. There was apparently a problem with the domain user account we were using to connect to the repository after switching Forms to use a different user, all is well.

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Replies

replied on January 3, 2014

I'm having the same issue, however, I'm not using Domain Accounts, I'm simply using Laserfiche account. I created a user called Laserforms that I used to login to Forms with to design the forms, create the Processes, etc....now when I log in as that user...there's nothing.  I go to settings, and there are no security settings...just My User Settings...any insight?  I was going to open a support case, but usually in this instance they're going to refer me to Presales.

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replied on January 3, 2014

It sounds like that account is no longer a system administrator and needs to be given a product-level security role. Log in with a user with the System Administrator role and then reassign the role to the Laserforms user.

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replied on January 6, 2014

Eric,

What do you mean by "System Administrator" account in this case?  The Laserforms user that I'm referring to is a Laserfiche Admin account.

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replied on January 6, 2014
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replied on January 6, 2014

Eric,

That's my problem...I can't even get to that screen...if I try to login as Admin...it just gives me an error that says "An error occured during login."  I've never been able to login to forms using the Admin account.  Not sure how else to log into forms if I can't even get in to establish proper access.

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replied on January 6, 2014

On the Repository tab of the Forms Configuration page, what user did you specify to connect to the Laserfiche repository? This user will be a System Administrator for your Forms Server, so you should be able to use it to log in to Forms. From there, you can assign roles to your other users as necessary. See this page of the online help for more information about this user.

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replied on January 6, 2014

I'm using the Admin account...and when I "Save" the settings, they save just fine...I get no errors, but when I use that same user to try to login to forms...it fails.

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replied on January 6, 2014

Does the Admin account have a full named user license with the Laserfiche Server?

 

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