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Question

Publish an LF repository document to a forms page

Forms
Updated December 9, 2014
asked on December 4, 2014

Apologies if this has been asked before; I've searched but couldn't find a previous thread on the topic.

 

Is it possible to create a Form which includes a document image that has been pulled from within the LF repository? I'm thinking of the following scenario:

 

  1. A document (e.g. an invoice) is scanned/saved into the LF repository
  2. Generate a page/image if required (i.e. if it's a PDF)
  3. Workflow sends an email to a user, but with a link not to the document, but to an LF Form
  4. The forms page includes fields which pull the document metadata through, and an image (clickable thumbnail even?) of the document
  5. User can then approve/reject the document from within an LF Form.

 

Has anyone achieved the above using custom code or even existing features? Is it on LF's radar as standard functionality?

 

Thanks!

 

Duncan

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Answer

SELECTED ANSWER
replied on December 5, 2014

Hi Duncan,

 

Yes, showing an image of a document in Forms is possible, and has been previously discussed here on Answers. In order to pass the associated document's metadata into your form, you can pass variables through the Forms URL that is provided by Workflow. Here is the URL structure for pre-populating forms:

base URL?variable1=value&variable2=value

where base URL is the form's URL, variable 1 and 2 are the form's variables you wish to populate, and value is the value you wish to fill the field with. Just have Workflow populate the URL with tokens from the document in question!

If you have any follow up questions, let me know! I would be happy to provide more information, or go into more detail about the process you have in mind. :)

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Replies

replied on December 9, 2014

Fantastic - thanks Jason! I'll play around with that and ask if I run into any further queries.

 

Much appreciated :)

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