Question

Admissions demo workflow issue

Workflow Forms

Updated August 28, 2014

asked on August 26, 2014

I'm working on the configuration of the Admissions VAR demo and I'm having an issue with the information submitted in the Form not being picked up by the associated workflow (Admissions - Application via Forms). The form submits and the email notification is sent, however none of the form field information is collected by Workflow. I've attached a screenshot of the messages from the results of the workflow. Any guidance is greatly appreciated!

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Answer

SELECTED ANSWER

replied on August 28, 2014

Rob,

I've figured out the issue I was running into. In the Publish tab of the Forms Process the item was selected to have the form saved to Laserfiche as a *.tif upon submission. Then as a part of the workflow, the starting rule was to grab the submitted form (document) and retrieve the field content based on the submission and instance ID's. Workflow was unable to get the submission ID or instance ID since it was being triggered by a starting rule and not Forms directly.

I was able to remedy this by adding to the process modeler a task to save the form to the repository step. In doing this I was able to add the submission and instance ID's as field values to the submitted form. As a part of this fix I unchecked the selection in the Publish tab of the form to store form as tif. After doing so I am able to grab those values from the document that is created by submitting the form and then can call back to the Forms process to retrieve the field values for the workflow process.

Sorry if that go long winded but I wanted to have a thorough explanation in case anyone else runs into this. Let me know if you need any further details!

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Replies

replied on August 27, 2014

I feel like some of the Sales team members had a similar issue a year ago. Maybe it was never fixed. You should contact your regional manager to have them take care of this issue. Everything on the VAR demo machines should be ready to use.

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replied on August 27, 2014

Hey Nathan,

Did you upload the Admissions Forms process to Forms 9.0 or Forms 9.1? I believe the demo was originally built in 9.0, so perhaps attempting to use it out of the box in 9.1 is causing problems. Feel free to join a CFW from the VAR Portal if you'd like help troubleshooting the issue.

It sounds like the fix should be relatively simple, but depends on your current version of Forms.

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View 1 previous reply

replied on August 27, 2014

I forget exactly how the Admission Demo's Forms business process is set up, but essentially you just need to make sure that the workflow connects to the business process. Remember back in 9.0, the service task to start a workflow didn't exist and we relied on the "Save to repository" service task. Using Forms 9.1, we have the ability to reconfigure the Forms business process so that we can have a workflow kick off after a certain point in the process.

A fix like this should allow Workflow to pick up the contents of the form.

I don't think that recreating the form would help, as this seems to be more of an issue with things on the business process side. If you need more help, please don't hesitate to update this post!

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SELECTED ANSWER

replied on August 28, 2014

Rob,

Sorry if that go long winded but I wanted to have a thorough explanation in case anyone else runs into this. Let me know if you need any further details!

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replied on August 28, 2014

Awesome, Nathan! Glad you got it working!

And thank you very much for your well-documented resolution!

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Admissions demo workflow issue

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