Question

Email A Copy of a Form

Forms

Updated May 19, 2015

asked on February 17, 2014 • Show version history

In Forms 9.1, is it possible to email a copy of a submitted/approved form using the Process Modeler? I understand I can use Workflow to accomplish this but I have certain scenarios where we do not publish the form to Workflow, but the users would still like a copy of the form they submitted.

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Answer

SELECTED ANSWER

replied on February 17, 2014

Forms team will consider implement this feature in future release. You will be able to attach the form in an email, it may require the form to be saved in the repository depending on the actual implementation. You do not need to use Workflow for this use case.

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Replies

replied on February 17, 2014

I think using Workflow is going to be your best option here. It should be fairly straightforward to set up; you'll just need Laserfiche Forms to save a copy of the form to a folder in Laserfiche (this folder could even be hidden from your users with access rights), have your workflow find the form, email a copy of it, and then delete the form from the repository, if you'd like.

Let us know if you have any other questions!

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replied on February 17, 2014

I understand I can use Workflow to accomplish this however some people have Forms and do not have Workflow. Additionally, I have locations that use Forms independent of Laserfiche entirely as they use the approval process in Process Modeler and do not have permissions to a Laserfiche Repository to save into. I am looking to see if anyone has found a way to email a copy of the submitted/approved form directly from Forms without using Workflow.

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SELECTED ANSWER

replied on February 17, 2014

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replied on October 14, 2014

Has this feature been implemented yet?

I have been able to accomplish this but with one major issue. You can email a link to the current submission of the form using something like

http://(Forms domain)/Forms//Form/Submission/History/{/dataset/_instance_id}/{/dataset/_submission_id}/result

However, the user needs to be an admin on that form to view the link.

Is there some way to give a user access to the submission history without full admin access to manage the form?

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replied on May 19, 2015

Is there any further news on this feature? It would be helpful to me as well.

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replied on May 19, 2015 • Show version history

Hello Josh,

Are you simply looking to email the form when it is submitted? If so you can configure it as such from the Message Start event as such http://screencast.com/t/Z6I2BQ5r

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Email A Copy of a Form

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