Question

Lookup Not Working at User Task

Forms

Updated November 6, 2017

asked on July 10, 2015 • Show version history

We have a process that when first submitted kicks off a workflow and waits for the workflow to finish processing before assigning the next task. Once it gets to the next task, based off of a value from a field that was populated when the form was first submitted, it should do a database lookup and populate additional fields. For some reason this is not happening.

I have checked other processes that have lookups to make sure it is not a database problem and they work as expected.

Does anyone have any ideas why a database lookup would not be working at the User Task level?

Below is a screenshot of the form fields and the lookup Rules.

Update: We are using Forms Version 9.2.1.1069

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SELECTED ANSWER

replied on July 13, 2015

We took this question to Laserfiche and their response is as follows: "For look-ups to work, you need the fields to not be hidden, so they are filled out with the initial value is filled out and not when the task is assigned. So in the video, when you fill out "Applicant Number" that would be when your look up starts to trigger. Not when the item has already been submitted and to be reviewed by another user."

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replied on July 10, 2015

I believe the issue is stemming from the fact that the field I am using as the value for the lookup is already populated, so it is not kicking off the lookup. If I delete the value, go to another field, and then enter the value again, the lookup happens correctly.

How can I tell the form to perform the lookup when the value is already populated?

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replied on July 12, 2015 • Show version history

I just tested this and it's working fine for me. If the lookup field already has a value at the time the form loads (i.e. with a variable from earlier in the process), the lookup is still performed and the rest of the fields are populated correctly.

Can you upload your business process here?

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View 2 previous replies

replied on July 13, 2015

The process in question is a rather large process and includes username information, so I would rather not post it in Answers.

I have setup a test process though and am not able to get it to work in that process either. I have a help ticket open with our VAR to find out from Laserfiche when the lookup actually occurs. Does it occur during page load, or when a value is entered into the field?

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replied on July 13, 2015

From what I've seen, it's both. If there is a value in the field when the form loads, lookup will run then. It will also run when the user enters something and clicks off the field.

Here's the business process I used to test this. It's very simple, and all you gotta do is change the lookup criteria to a table you currently have. Steps are:

1. Initial submission - blank form

2. User task 1: enter case number

3. User task 2: case number you entered in user task 1 should kick off the lookup

(Btw, just noticed that LF Answers doesn't accept XML file uploads. Pretty darn annoying.)

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replied on July 13, 2015

Have you tried it so that the case number is entered in at Step 1? Also, what version of Forms are you using?

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replied on July 13, 2015

Yeah, I also tried entering the case number during the initial submission.

Forms 9.2.1

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replied on July 13, 2015

Not sure why ours isn't working then. I'll have to wait and see what Laserfiche Support says I guess.

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replied on July 13, 2015

Side note since it came up above: XML can be posted in the "code" tag. Forms and Workflow XML contains server and user names, so i wouldn't post it here since this is a public site.

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replied on July 13, 2015

Thanks Miruna. I had posted it and then remembered that and removed it.

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replied on November 6, 2017

I am also having a similar problem with a form. When the draft is saved as a user task, it does not automatically reload the lookup information when the form is re-opened. You need to type in the account number again for the lookup to reload the original information. This is inconvenient as we want the information to be automatically reloaded when the user opens the draft again. Did any one have any ways to fix this?

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