If I create a service task in Forms to start a workflow, does workflow use the Starting Rules for that workflow to find the document or how does that work?
If Forms uses a service task to start a workflow, you'd most likely have the "Retrieve Laserfiche Forms Content" activity configured to retrieve the content from "The instance that started this workflow" and retrieve the content at the time of "The most recent submission (when the workflow started)." That is how it would get the form content, so the workflow shouldn't have any starting rules.
However, if you are saving the form submission to the repository as a TIFF or PDF and want workflow to do something with the actual document, then it would be better to configure Forms to save the instance and submission IDs into Laserfiche fields and then configure a starting rule in Workflow to run based off of that document creation in the repository (the Forms BPM shouldn't use a service task to start a workflow). Then for the "Retrieve Laserfiche Forms Content" activity, it should be configured to use "The instance with ID" and "The submission with ID" where you'd specify the correct tokens that represent those values.
Can you please elaborate how one would "configure Forms to save the instance and submission IDs into Laserfiche fields "?
Thanks.
When configuring your service task to "Save to Repository" you can click on the "Configure Fields" button and then using the token selector, select the Instance ID and Submission ID tokens to be used in your fields. In the screenshot below, I have a template called Forms with two fields, Instance ID and Submission ID. I just selected the respective tokens that would go into those fields.
I seem to be missing a "Forms" template and don't see any template with the fields Instance ID and Submission ID. Any suggestions?
Thanks for your patience with these newbie questions...
Is this how I would setup the fields in a form? (because I don't see the fields in the Admin console)
When configuring the template and fields in the Laserfiche Administration Console, leave the Default Value blank. In Forms, when configuring the "Save to Repository" service task, configure the fields there to use the relevant tokens.