Question

How to Start a Laserfiche Forms Business Process from Laserfiche Workflow

Forms Workflow

Updated January 15, 2016

asked on January 29, 2015

I want to trigger a Forms Business Process from Laserfiche Workflow, is this possible?

The idea is that Laserfiche Import Agent will monitor and import the documents into Laserfiche and I want to start a business process in Laserfiche Forms for each document that is imported to Laserfiche.

Every idea is welcome.

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Replies

replied on January 29, 2015 • Show version history

I believe it is possible according to conversations I had at Empower 2015. I am currently working on this exact thing using the Http post activity in Workflow. I haven't gotten it to work yet, but will update the post with any news.

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replied on January 29, 2015

Laserfiche Forms processes have to start with the submission of a Form. At first thought, what you could do is have Workflow email a link for that form to a particular person. That person would then fill out the form and submit it, thereby starting the Forms Business Process.

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replied on February 2, 2015

Hey David,

From a simplicity standpoint, I think Rick's idea would best suit your needs. As Rick stated, you can use Workflow to send an email containing a URL that the user will follow to start the business process. Just to clarify, there are other ways to begin business processes other than submitting a form, but form submission is the most common way to begin a Forms process.

One advantage to using this method is that you can pass parameters via URL (check out this link for more info). Ultimately, this will allow you to take tokens from your workflow and pre-fill fields in the resulting form. That will lead to more efficient and more accurate forms submisisons.

Blake's idea is also viable, but obviously it will require a bit more technical knowledge to accomplish.

If you have any questions, please feel free to respond and I'll be happy to offer further suggestions or assist in the implementation of Rick's idea.

Good luck!

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replied on February 2, 2015

The main appeal for us to be able to have Workflow submit an LF Form is that now instead of the user receiving an email and having it get lost in all of their other email, the first task of the Forms BP can be to assign it to that person so now it shows up in their Pending Tasks area of Forms.

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replied on February 13, 2015

Hi, any progress or ideas?

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replied on February 13, 2015

It is apparently possible to do, but is highly not recommended as updates to the Forms software could easily break the Http Post activity. We have decided to just wait until this feature is available natively in the software.

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replied on February 13, 2015

Is the solution that Rick and I proposed above suitable? If not, please describe why and I will see what other options are available.

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replied on April 15, 2015

Start Forms business process from Workflow will be supported in future version.

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replied on May 18, 2015

I ran into this same desire. Here's the instruction set on how to start a Forms BP from Workflow.

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

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replied on January 15, 2016

Hi there,

Laserfiche Workflow 10 supports Invoke Business Process activity which can start Forms Business Process.

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How to Start a Laserfiche Forms Business Process from Laserfiche Workflow

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