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Question

Question

Filling one field quickly

asked on May 15, 2014

Folks, I'm wondering if you have some ideas of the most efficient way to do this:

 

I have many documents that need to be sorted and filed.  I'm eSorting them by having my operator look at the document and then drag it into a folder.  Workflow then routes the document for filing in the repository.

 

Some of those documents, depending on which folder they are dragged to, require an additional piece of metadata that needs to be hand-entered by seeing it in the preview pane.

 

So what I've got right now is a wait condition and an alert.  However,what I really need is just a pop-up prompt asking me for the date of service.  Can LF do something like that?

 

[I own LF 9.1 Avante, Workflow 9.1, and Forms]

 

Thanks,

Adam

 

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Answer

SELECTED ANSWER
replied on May 15, 2014

Workflow does not interact with the user like that, so you can not get that type of functionality from workflow.  It sounds like this is a good use case for an SDK app using CAT.

 

With the SDK, you could build a form that accepts the required data and when you submit (enter or button click), the app then applies the data to the currently selected document.

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