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Question

Question

Profile Change Effect on In-Process Forms

asked on July 28, 2015

With Forms 9.2.1 we have a form that has 1000+ instances in-process but we are wanting to make a change to the Save to Laserfiche profile they use.  If I make a change to the profile, will the in-process forms inherit the change or will it only apply to new instances of the form?  While I'd like to know how any profile changes would be handled, this specific issue is with the account/password used in the profile.

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Answer

SELECTED ANSWER
replied on July 28, 2015

Your change will apply to anything that has not yet reached that task in the process, as those instances don't technically know what is coming up until it gets to that specific task.

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Replies

replied on July 28, 2015

Hello Beau,

 

In respect to your case in "Save to Repository", yes the changes will be reflected. 

Here are a few scenarios

1) Say you are running a process, and it gets suspended due to the account within the profile getting a password update, rendering the current configuration invalid. Once you update the profile, you can also change the file path of where you want the file so save. Then you would go to Results > and retry the "save to repository" task. The form will now save in the new folder location with the new credentials.

2) Say you have in progress Forms still pending to be reviewed by users. You wanted to change the account/password, so long as you validate/save after making the changes, whatever you changed will also be reflected. 

I hope this addresses your question.

However do note that this does not apply as simply to tasks such as "User Tasks". You can refer to this post for details in regards to changing "User Tasks".

 

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replied on July 28, 2015

Thanks to both of you on this.  I've made the change before to ones that were stuck at that task and they updated correctly but since this change will affect 1000+ forms that are in-progress, I wanted to make sure there weren't any known issues.  Thanks again!

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