Retrieve Laserfiche Forms Content from More than One Form?

asked on February 20, 2015

We have several Laserfiche forms for take care of an employee's status (new hire, transfer, retiring, etc.). We are currently working tying these into a Workflow that will take the information from the forms and insert them into a database where another utility will process the user account in Active Directory.

Since the data for the employee could come from a number of different forms, what is the best way to pass that off to Workflow? If I use the "Retrieve Laserfiche Forms Content" activity, I can only select one process at a time.

I know I could create different workflow for each form type and then use the "Invoke Workflow" activity to do the actual work, but is there a way in Workflow to do a conditional statement and retrieve data from more than one Form?

0 0

SELECTED ANSWER

replied on February 20, 2015

If they're in the same process, then it's do-able. If you start a workflow as a service task from, then it has access to all the forms in that instance.

In the Workflow Designer, go to the workflow definition properties and turn on the checkbox labeled "Started from Forms".

That will give you access to all the internal tokens provided by Forms. If you start this from a document in Laserfiche, those tokens will not be available.

These tokens will be listed in the token menu under Input Parameters. You can iterate through the form IDs/names and retrieve the ones you need.

In the Retrieve Forms Content activity, click on the gear icon in the top right corner of the properties pane to open its advanced properties so you can set the submission ID to retrieve. In the activity properties, you can check all the form variables you need across all forms in the process.

From there, I think you can use routing decisions to build the data you want.

If you have different processes, you're going to have to collect the information about instance IDs and submission IDs somewhere and then tie them together with a routing decision and multiple Retrieve Forms activities.

0 0

replied on February 20, 2015 • Show version history

Miruna, thank you for the detailed response. Unfortunately we are using different processes. I think I may try the Invoke Workflow option and see how that goes. Thanks again!

0 0

Question

Question

Retrieve Laserfiche Forms Content from More than One Form?

Answer

Replies

Sign in to reply to this post.