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Question

Retrieve Forms Instance ID in Workflow

asked on August 4, 2015

I'm trying to retrieve the Instance ID of a submitted form in Workflow. I'm using this ID as a unique identifier for our permit numbers, and it works great until I have to get that value in Workflow. I can only retrieve field variables from the form it seems. I'm thinking I could perform a search for the form after it's been submitted to the repository and retrieve the instance ID from the metadata, but I use the instance ID in the file name so it may not be a perfect search.

In the past, I would create a starting rule which triggered when a form was submitted into a particular directory in the repository (instead of using the Retrieve Laserfiche Forms Content activity), and I would include the Instance ID in the template metadata; however, it always ended up being a bit too complicated, and I'd like to avoid doing this for future Forms.

So, is there a way for Workflow to get the Forms instance ID through a variable/token and without requiring additional starting rules/searches?

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Answer

SELECTED ANSWER
replied on August 4, 2015

There is an easy way to do this as long as the Workflow is being triggered by a Forms Process. Once you open your Workflow, make sure nothing is selected, in the bottom right corner under Properties is a link labeled "View Workflow Properties", click it. At the bottom of the window that pops up, you will see a checkbox labeled "Started by Laserfiche Forms", check it and click OK. 

After selecting that option, you should see more options in the Token dialogs. For more information, you can read about it in the Help File.

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replied on April 8, 2019

OH my GOSH  -- SOLVED a day of headache.  Thank you so much.

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replied on April 8, 2019

Glad it helped you.

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replied on February 26, 2021 Show version history

Wanted to provide a sample of the process that is working for us here (also wanted to say thank you!):

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Replies

replied on August 4, 2015

Fantastic, that's what I was missing. Thanks for the help!

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replied on February 13, 2018

Thanks Blake,

This is what I was looking for too.

Thank  you,

Raul Gonzalez

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