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Forms and Workflow??

Forms Workflow
Updated April 17, 2015
posted on April 17, 2015

So I have an intake form that has simply information being filled out in LF Forms (Name, Address, Gender, etc.). I'm sending that form to Laserfiche along with any uploaded documents.  I'm also using the Service Task to map the field data from Forms to the Laserfiche Template.  The default "Address" in Forms, puts all the information into one field in the Template (called Address).  I then have a Workflow that I created that I I'm using the Retrieve Forms Content where I then have the option to chose City, Zip, State as separate field data...so after I do the Retrieve Forms Content, I do an Assign Fields to try and map the City, Zip, and State to the correct Template field.  However, keep getting the below message

 

If I manually run the Workflow on the folder with the documents, I get the following errror:

 

Here is what my workflow looks like:

 

Any suggestions?  I've tried adding a Service Task to Forms so that it Runs the Workflow, but the above messages still occur.

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replied on April 17, 2015

I believe this is the information you are needing to setup what you are wanting to do. I have not used it, but I believe with this you can save a form to Laserfiche and retrieve the instance details.

http://www.laserfiche.com/support/webhelp/laserficheforms/9.2/en-us/forms/#Workflow/StartingWFWithSaveToLaserfiche.htm%3FTocPath%3DUsing%2520Laserfiche%2520Forms%2520with%2520Workflow%7CPulling%2520Data%2520From%2520Laserfiche%2520Forms%2520Into%2520Workflow%7C_____1

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replied on April 17, 2015 • Show version history

It sounds like in Forms, you're using a service task to save a copy of the form into the repository. Then you've created a workflow with a starting rule that appears to get triggered on document creation, basically when Forms saves the document into the repository. In that scenario, you can't have the "Retrieve Laserfiche Forms Content" activity in Workflow configured to retrieve the content from the instance that started this workflow and retrieve the content at the time of the most recent submission (when the workflow started). This is found in the advanced properties of the activity.

What you can do is have Forms also have the instance and submission IDs into fields (when you configure the save to repository service task) and then in Workflow, use a "Retrieve Field Values" on the starting entry and get those IDs as tokens to then use in the advanced properties of the "Retrieve Laserfiche Forms Content" activity.

Note that in this scenario, you would not be using a service task in the Forms business process modeler to start a workflow. Just save the form to the repository and then let that action trigger the workflow via a starting rule.

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replied on April 17, 2015
 
 

The starting entry in your workflow is kind of a misnomer.  (Stay with me on this one! It's tricky at first!)

 

When using Retrieve Forms Content activity, the Workflow must be specified on the Forms process to then call this workflow you are making.

 

The Retrieve Forms Content will then link the two together so you can pull tokens out of the forms process.

 

Meaning, your forms process starts, kicks off the workflow based on the Service Task in the process modeller in Forms, and populates the values for your workflows Retrieve Forms Content activity. There is no starting entry in the repository and there should be no starting conditions on this workflow, ever.

 

So when you're trying to then assign those field values, you need to find another entry because you can't use the Starting Entry and Retrieve Forms Content in the same workflow.

 

Add another activity, like find entry, and then use the result of that be used for the entry in "Assign Field Values To".

 

 

 

 
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