Question

Workflow to Forms hand-off for approval.

Workflow Forms

Updated May 18, 2015

asked on September 11, 2014

Hello Everyone,

I have a interesting used case. I wanted to know if it is possible for a user to initiate a Form and then send it to WF for Approval Process. Later when it is approved by couple of users in WF, can it be handed this over to Forms Process Modeler and send it for further approval within Forms Approval interface?

Best,

Himanshu Jain

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Replies

replied on September 11, 2014

It is possible, but not without doing some custom work. For instance, one way to accomplish this is to have the end of the workflow enter the data into a database. You would have a second process in Forms with fields needed to use the data stored into the database. After the workflow entered the data into the database, it could then send an email to the next user with a link to the form. At the end of the URL you would include a unique identifier in a query string that would be used to do a lookup in the database and pre-populate the form with the data from the database. Then your process modeler would be setup to send it down the line for the additional approvals.

I know that this topic has been talked about in Answers quote a bit and Laserfiche has acknowledged the requests.

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replied on September 12, 2014

Use the HTTP Form Request activity in workflow to initiate a second forms process.

Basically, you would set up two Forms Processes and 1 WF that you have working together. The first form starts the process, and hands things off to WF. Then WF uses that activity to initiate the first step of the second forms process.

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replied on September 12, 2014

Great information guys!

Thank you for the input. Something to play with.

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replied on May 18, 2015

Here's an instruction set on how to accomplish this if still needed (or for future viewers).

https://answers.laserfiche.com/questions/77330/HOW-TO-Launch-a-Forms-Business-Process-via-Workflow

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Workflow to Forms hand-off for approval.

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