Question

Edit a Laserfiche Form After It's Been Submitted

Forms

Updated November 20, 2014

asked on November 18, 2014

Is it possible to edit a form after it's been submitted? Looking to avoid having users submit a new form for minor corrections to entries that do NOT become metadata fields in the repository.

Any ideas will be appreciated.

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Answer

SELECTED ANSWER

replied on November 19, 2014

This approach sounds promising (:

Would it go something like this?

Initial Form Workflow > Laserfiche Workflow > Generate Fillable PDF > Repository Entry

Any corrections needed will require the launching of the Fillable PDF and re-entry into the Repository.

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Replies

replied on November 19, 2014

In your case, has the form already been saved into the repository or just submitted into Forms?

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replied on November 19, 2014

The correction I am looking to effect would be of a Form field that did not get pushed into the Repository.

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replied on November 19, 2014

Sounds like this may be a case where you push the form data into a fillable PDF and then work from the PDF. If a field needs to be updated, you can update it through the PDF or in template fields and have Workflow update the PDF.

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SELECTED ANSWER

replied on November 19, 2014

This approach sounds promising (:

Would it go something like this?

Initial Form Workflow > Laserfiche Workflow > Generate Fillable PDF > Repository Entry

Any corrections needed will require the launching of the Fillable PDF and re-entry into the Repository.

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replied on November 20, 2014

Hey Eddie,

That sounds about right! You'll probably need some sort of unique identifier or search you can perform to find the appropriate PDF in the repository in order to make updates if anyone changes their submission after the fact. After retrieving the Forms info, your workflow will probably need to start with a search for the document, and then a branching decision based on whether or not it found the PDF. If it doesn't exist, create a new PDF and populate it. If it already exists, then just update the existing date.

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replied on November 18, 2014

What type of settings you want to modify on the form? And you want the form can be re-saved into repository?

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replied on November 19, 2014

For example, I may want to update "Street" to "Avenue" on a address field.

Yes, I would want the form re-saved into the repository.

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replied on November 19, 2014

For forms saved to the Repository, I created a template field called "Changes to Saved Form". Supervisors can enter any changes in this field. I then display that field in my repository view.

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replied on November 19, 2014

Nice, but my form may contain 200+ fields and I will NOT be modeling every Form field in the Repository.

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Edit a Laserfiche Form After It's Been Submitted

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