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Question

How can we take check box values from a Laserfiche form and convert that into a multi-valued field?

asked on June 26, 2014

I have a form with a check box group that users are allowed to check multiple items and I want to pass the check box information into a Laserfiche multi-valued field.  When I perform my testing all I am receiving is "checked,unchecked" etc. I don't see any other token values that I can utilize in the Send to Repository activity or in a workflow retrieve forms content activity.

 

Please let me know if you need any additional information.

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Answer

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replied on June 26, 2014 Show version history

Send your form submission to the repository using a "Save to Repository" service task in the business process modeler. Be sure to save the instance and submission IDs into some fields.

 

Next, using a Workflow that's triggered when the form submission document gets created in the repository, you can use the "Retrieve Laserfiche Forms Content" activity to get the checkbox values.

 

*Edited based on Miruna's comments*

 

Using the token from the "Retrieve Laserfiche Forms Content" activity that represents your checkbox field (not the individual options), you can assign that to the multivalue field directly.

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replied on June 26, 2014

You don't need the Conditional Parallel. Retrieve Form Content also generates a multi-value token for the field with the values that were actually set. You can just assign the to a multi-value LF field.

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replied on July 31, 2014

I am trying to follow these instructions but am having no luck.  I have a simple form with 4 check boxes and a workflow that contains Retrieve Form Content and Assign Field values.  I set the form to save to LF and capture the bp_process_name and bp_process_id and put these values in template fields - which it does.  But when I run the workflow I get the errors that the workflow does not appear to be started by forms.  Do I need anything more than Retrieve LF Forms Content?

 

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replied on July 31, 2014

When you are saving the submitted form to the repository, be sure to use the service task to do so. In that service task, configure the fields such that the Instance ID and Submission ID gets saved.

 

Then in Workflow, when using the "Retrieve Laserfiche Forms Content" activity, go into the advanced options and make that "Retrieve the content from:" is set to "The instance with ID:" and supply it with the token that you used to retrieve Instance ID value from the document saved into the repository from the form submission. Then you would need to do the same with for the Submission ID.

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replied on March 18, 2015

Is this going to work if I am using a forms Checkbox for the source of the data?  Ihave the retrieve laserfiche forms content activity setup using the instance_id and submission_id; I can see the values listed in the 'what_was_injured_1'; they appear as comma separated values with I track the tokens.  I've added a "For Each Value" activity based on that 'what_was_injured_1' field. 

I'm getting a warning 'the following attributes produce the same tokens: 'What_was_injured_1'.

workflow version 9.1.1.381

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Replies

replied on February 24, 2015

Hi there,

 

Thanks for the answers to this question. But I'm encountering some issues trying to implement what you're describing (i.e. assigning all checked values in a checkbox field to a single multivalue field.

A few things aren't clear to me:

 

- what field type does the receiving template field have to be? List? Text? Data? 

- I have my business process saving the Instance and Submission IDs, but they don't show up in my workflow designer - I can't retrieve them using "Retrieve from Laserfiche Forms" and the only similar ID I see as a global token is Entry ID.

- I do see the general checkbox value when using "Assigning Field Values", and am attempting to assign them to the correct field in the entry's template. But it's not working and I'm not sure where the problem lies.

 

Thanks for any additional help!

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replied on October 12, 2015

A more detailed explanation of how to create this process in Forms and Workflow is available here: https://answers.laserfiche.com/questions/84752/Checkboxes-on-Forms-How-to-map-efficiently-to-template-fields-when-saving-to-repository-

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replied on February 3, 2021

Here is what I did.

  1. Retrieve all the values from the Forms Process
  2. Create a Single Value Token for the checkbox field
    1. The New Value will be the Name of the Checkbox Field - The checkbox field will have the name of it, then all of the checkboxes below it with "Is Set" after them. You want the Overall field - this holds the multi-value information of all of the "SET" fields.
    2. Go to the Token Dialog The > Square and select Token Dialog...
    3. Make sure you have the Token selected in the top then select Apply Index and select "All values separated by: (I used Comma so they will all be in the same row separated by a comma).
    4. The formatted Token will look like this:  %(Checkbox_Mulit_ValueToken#[, ]#)
    5. The comma between the brackets [, ] indicates what will be between the values. 
    6. This is not my screenshot.  From a different post, but it's perfect!

 

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