Question

Using workflow to create a bookmark to a url

Workflow Forms

Updated September 29, 2014

asked on September 29, 2014

I have a workflow that dynamically creates a set of folders based off a Forms submission.

What I'd like to be able to accomplish is a "click to close" document which takes them back into Forms where they can see their tasks page. I'd accomplish this by sending them a url generated by the workflow.

Is there a better way to handle this? They do not wish to use the laserfiche client to achieve the same functionality as they prefer a web based form.

Regards,

Carl

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Replies

replied on September 29, 2014 • Show version history

The tasks page should always be the same place. You can easily just make it 1 document always in the same location and/or route shortcuts or copies of that URL Bookmark to any location you think it would be useful.

Can you please explain what you are trying to accomplish? It is fairly confusing what it is you need to accomplish when you say that they do not wish to user the client for this. They can easily use web access or just keep the bookmark on their desktop and click on it to get to their current tasks.

The URL should always be something like this:

http://[FormsServerName]/Forms/Home/MyTasks#?bpid=0&so=0&gb=starttime&x=1

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replied on September 29, 2014

That's how i'm doing it now. By copying an entry which already serves as the general shortcut I need. I'd just like to dynamically create them if possible as it would open up opportunities to link me directly to the task instead of the tasks page.

What I'm trying to accomplish is having the user click on a link to accomplish a business task associated with this exact folder / business process.

Here's how this process is working:

1) User submits a Laserfiche Form

2) Form is approved

3) Laserfiche Forms creates optional user tasks to close/edit the case.

4) Folder structure is created in the repository and any shortcuts copied/generated

5) To maintain the process the end users would like a link placed in this directory to take them back to a web form and make any modifications to this case file or close the file.

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replied on September 29, 2014

Interesting.

So I believe there have been feature requests to make the URL's available to us. It would be this functionality that would make this easiest for you.

If given the URL of the task, one could make a shortcut file in the script activity that used the URL token as the URL for the shortcut and then brought that shortcut into the repository. This would be useful in sending links to users via workflow of the next task.

The easiest way would be if you implemented the forms process as a simple submission process. Each time an update is made, whether to edit the case or to close it, it's a new forms submission. You would use the base URL to create the shortcut, but add into the URL variable values so that you fill the form with the current information, or cause the information to be pulled from a database upon loading. Then this URL would be able to be made from Workflow and used to directly close/edit a case.

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replied on September 29, 2014

Good idea but how would one edit the url in workflow so the copied bookmark includes the variable values?

I'm guessing I'll have to make a custom script activity for generating URLS?

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replied on September 29, 2014

You should be able to find online examples of how to create a file in C# fairly easily. You can use the base URL and add "?variable1name=variable1value&variable2name=variable2value" to the end of the URL to get the information into the form when you click the link.

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Using workflow to create a bookmark to a url

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