Question

Document and Form Path Settings not going where specified?

Forms

Updated September 18, 2014

asked on September 16, 2014

In the process Modeler, I have set my task as follows (see screen shots) the form is set to go to the specified folder in Laserfiche and it's attachment to follow (Parent from location). Approval Path. Both of my documents and a duplicate form are being sent to a new folder with the following path: LFForms\Contract Submission Process\ 3_9/16/2014\Capture, LFForms\Contract Submission Process\ 3_9/16/2014\Contract CCO Submission, and LFForms\Contract Submission Process\ 3_9/16/2014\Contract CCO Submission (2).

Why is it going to this folder and not what I've specified?
Why is it not re-naming and assigning the template & fields to the document & form?
Why is it creating a second copy of the form?

Note: I did assign the template and fields, but did not include in screen shot. Also DO NOT have the box checked for ' Save business process data as XML

Documents will be saved in folder COW\LFForms\Contract Submission Process'

Rio 9.1.1 Service Pack 1 (9.1.1.548), Forms Version 9.1.1.1517

Thank You for any guidance

Process Modeler Task Settings.docx (280.26 KB)

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SELECTED ANSWER

replied on September 17, 2014

I would open a support case with your VAR so they can take a closer look.

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replied on September 16, 2014

I'm assuming you have a workflow that runs on the folder you are saving the documents to that come from Forms?

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replied on September 17, 2014

Blake,

No have not set up the workflow yet. I just want Forms\Process Modeler to put the form & documents where I set it to in the path settings once approved or rejected. My workflow will apply TRM after (i.e. move original to RM, create shortcut in user folders).

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replied on September 17, 2014

It's not saving the form\document to the folder path specified.

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SELECTED ANSWER

replied on September 17, 2014

I would open a support case with your VAR so they can take a closer look.

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replied on September 17, 2014

Is the profile validated?

Also, do you have the Save to Laserfiche enabled in the publish page? That may be why it is saving there like it does. I am assuming that your Save to Repository activity is actually just not saving at all.

I would check though to see when that activity is supposed to run if there is a workflow starting at the same time to move the expected documents somewhere else.

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replied on September 18, 2014

Got with my VAR. I had set actions (approve/reject) on my conditions for sequence flow between tasks where I shouldn't have. They should proceed gateway's and not necessarily between tasks.

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Document and Form Path Settings not going where specified?

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