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Question

Question

Is there a way to take forms in a business process and seperate them into their own process?

asked on March 6, 2014

 

I have a customer that has 20 forms in one business process. They would like to have each of them have their own process without having to rebuild the forms

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Answer

APPROVED ANSWER
replied on March 6, 2014

You could make 20 copies of the business process, deleting the unnecessary forms in each copy. Forms can't be shared between processes now, so this might be the easiest way to do what you want.

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Replies

replied on March 6, 2014

Like Eric said, you would need to make duplicates of the forms.

 

You might want to remove the forms from any steps in the process modeler before you duplicate the form so that you don't have to do that individually to each duplicate BP. Also, you might want to revise the Process Modeler steps to be as basic or close to the majority of the new version's processes. This will save you time when you go ahead and separate them and use them in the new way. 

 

Another little helpful hint as well, try renaming the copy BP first to the name of the form you want to keep so it's easy to keep track of them and to make sure you remember which form not to delete in that copy.

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replied on March 6, 2014

You can also create your templates from your existing processes. These templates include the original business process’ configured process model and forms.

To create a custom template:

  1. From the Manage page, select the business process you want to use as a template.
  2. Export the business process by clicking Export in the toolbar. The process will be exported as an XML file and it will be saved in your Downloads folder.
  3. Move the XML file into the following location on the Forms server: C:\Program Files (x86)\Laserfiche\Laserfiche Forms\Forms\Template.
  4. To use the template you’ve just created, follow the steps outlined in the “To use a business process template” section above.

- See more at: http://www.laserfiche.com/ecmblog/article/tech-tip-laserfiche-forms-business-process-templates#sthash.bkFIKjzy.dpuf

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replied on March 6, 2014

Armando, 

 

I don't think this was the focus of the question. They do not want to make a template or reuse anything to that degree. They want the forms inside one of their BP's to be separated out to 1 Form per 1 BP. I imagine the Process Modeler would be quite simple for a process of just 1 form.

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