Question

What's the best method to send an email to the Form's Initiator within Workflow Designer after Form is saved into Laserfiche?

Forms Workflow

Updated May 1, 2014

asked on May 1, 2014

We have a form that uses the Save To Laserfiche process. I assign the initiator as one of my template fields. I would like to have Workflow send an email once the form is stored in Laserfiche to the person who initiated the form. When I use the value stored in the field, it's not sending it to the user. When I inspect the field - it contains the DOMAIN\USERNAME.

Should I use the "Route to User" component in Workflow to convert the AD user to the email, or is there a built-in token in the Form that contains the email address that I can pass into the field?

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replied on May 1, 2014

If the workflow is being started from the document creation event, you can use the Find User activity to translate the field value into a user object that contains the e-mail address. In addition, I think there is a forms variable that is {/dataset/_initiator_email} that can be set to a field.

If the workflow is being started from Forms via a service task, and you have Workflow 9.1 and Forms 9.1, you can configure the workflow to provide the initiator's e-mail.

You check the "Started by Laserfiche Forms' attribute in the Workflow properties dialog. This will make the %(BP Initiator Email) and %(Submission Submitter Emails) tokens available (along with a bunch more).

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replied on May 1, 2014

This is great. Thanks a million Ed!

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What's the best method to send an email to the Form's Initiator within Workflow Designer after Form is saved into Laserfiche?

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