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Question

Fill pdf table from form table

Workflow Forms
Updated June 21, 2017
asked on August 4, 2014

 Hi,

 

I have workflow that is executed after the form have been saved to repository.  The workflow retrieved the save form and fills out a pdf form.  Both the form and pdf have table a table called account charged.  I need to move the entries on the form table to the entries on the pdf table.  On the workflow, I used the Retrieve Laserfiche Form Content to retrieve all the fields on the form.  I then used Assign Token Values to create token with multi-value then For Each Row and then Assign Token Value to append each of the row from the form table.  See attachment.  On the Fill Out PDF, I use the Table Tab I used the token value to populate the table.  When I run the WF, the PDF table is blank.  None of the entries on the table is populated.  

 

Can someone assist me on how to properly fill out the PDF table from the form table.

 

Thank you.

 

Tony

Fill a table on PDF with values from Form table (TSRSURFACE's conflicted copy 2014-08-04).docx (52.8 KB)
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Answer

APPROVED ANSWER
replied on August 5, 2014

Tony was able to resolve the issue by renaming the pdf fields from BU to BU_1 through 5, OBJ to OBJ_1 through 5 and same for the SUB and PCT.  After refreshing the PDF and making the changes to the FILL OUT PDF activity with the new names and republishing it, the PDF table got populated correctly.  

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Replies

replied on August 4, 2014

Hi Tony,

 

If you click into one of the PDF fields after the workflow has run does the information appear? If yes, you'll want to turn on "Align Field Data" in the advanced options of your FIll Out PDF Form activity in Workflow, as described in this post.

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replied on August 4, 2014

Hi Kelsey,

 

All the other fields on the PDF are populated except for the table entries even without the Align Field Data.  When I changed from the Table tab to the Individual tab to define the table, the table entries are populated but with the same values as the first row.  See attachment.

 

Tony 

 

 

Individual Tab.docx (29.29 KB)
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replied on August 4, 2014

Can you include a screenshot of how the table tab is configured in the Fill Out PDF Form activity? Also, try adding a Track Token Values activity to your workflow below the activities we've discussed. This will allow you to see what value (if any) Workflow is trying to put into this table.

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replied on August 4, 2014

Hi Kelsey,

 

Attached is the screenshot of the table tab.  On the Track Token, where can I find the result of the activity?

 

Thanks.

 

Tony

Table Tab.docx (19.77 KB)
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View 10 previous replies
replied on August 4, 2014

First, publish the workflow with the track tokens activity included. Then, run the workflow. After it has run open up the instance details for that instance of the process (you can find this by searching for Recent Activity within the Workflow Designer). With the workflow instance details open you'll now see a "Tokens" tab available. In this tab you can view the values that were stored/used throughout the process.

 

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replied on August 4, 2014

Hi Kelsey,

 

I've published the workflow and ran it.  I'm still not seeing the Token tab on the recent activity.  

 

Tony

Activity.docx (12.99 KB)
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replied on August 4, 2014

What version of Workflow are you using?

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replied on August 4, 2014

Kelsey,

 

We're on 9.0.2.236

 

Tony

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replied on August 5, 2014

Did your workflow complete to the point that the Track Tokens activity ran? As noted in the Workflow help files: "This activity records the value of selected tokens only at the point the Track Tokens activity runs." Additionally, did you configure the activity to look at "All tokens" or "Specific tokens"? To see more information I would go with "All tokens."

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replied on August 5, 2014

Hi Kelsey,

 

Yes, the WF completed to the Track Token.  The Track Token was showing that the tokens had all the values of the Form Table.

 

Could the issue I'm encountering be cause by the version of WF that I'm in.  I applied the hotfix to 9.0.2.245 but still the same result.  Can you provide me the link to go from 9.0.2.245 to 9.1.1.  If I need to go to 9.1 first, please provide me the link too.

 

Thank you.

 

Tony

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replied on August 5, 2014

Most likely this was an issue caused by the version you were on. There were a number of patches released between 9.0.2.236 and 9.0.2.245, some of which addressed PDF bigs. After upgrading to 9.0.2.245 you should republish the workflow before testing it again. See if that fixes things.

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replied on August 5, 2014

We've tested reading fields from a Forms table and writing them to a PDF table using the Table configuration in Workflow 9.0.2.245 and it works for us. If you continue to have trouble we'd need to see a copy of your PDF to figure out if you're running into a new problem.

 

Also, for the record, Retrieve Laserfiche Forms Content returns a multi-value token for each field in a Forms table; creating a separate token isn't necessary.

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replied on August 5, 2014

Hi Kelsey,

 

Can you provide me an e-mail address where I can send the PDF file.

 

Thanks.

 

Tony

 

 

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replied on August 5, 2014

presales@laserfiche.com

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replied on August 5, 2014

The PDF file used by Tony is uploaded here

NOPA fillable.pdf (142.07 KB)
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replied on August 5, 2014

Update from Tony:- We upgraded the WF to 9.1.1 and still the same result.  Commenting out the Assign Token did not resolved the issue.

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APPROVED ANSWER
replied on August 5, 2014

Tony was able to resolve the issue by renaming the pdf fields from BU to BU_1 through 5, OBJ to OBJ_1 through 5 and same for the SUB and PCT.  After refreshing the PDF and making the changes to the FILL OUT PDF activity with the new names and republishing it, the PDF table got populated correctly.  

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replied on June 18, 2015

Hello,

I'm setting up a table in Fill Out PDF Form similar to Tony, but I'm getting a duplicate value error.  I bring in the values from the form, create a new multi-value token (Assign Token Values 3), append the values within the For Each Row Activity (Assign Token Values 4), then populate the Fill Out PDF form table values from Assign Token Values 3 (Assign Token Values 4 is not an option).  Any help would be appreciated.  Screenshots attached.

error.docx (154.42 KB)
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replied on June 18, 2015

I've also included the output PDF and a screenshot of Track Tokens.  Thanks!

CIF Form.pdf (1.17 MB)
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tokens.docx (28.92 KB)
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replied on June 18, 2015

Update:  I no longer receive a duplicate error (I removed form fields 10-13), but the values are still duplicated.

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replied on February 9, 2016

Great guide, thank you!!!

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replied on June 21, 2017

I am using this somewhat successfully.  It always puts one row at the bottom of the form table.  For example, if there is only one row the last field in the table is populated,  if there are two rows the first and last will be filled out, if there are three then the first two are populated and the last row.  There are 10 rows in the table.

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