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Question

Question

How to save Forms table data into Repository fields?

asked on September 25, 2015

Hi, I'm using the Forms service task "Save to Repository" but I am not sure of the required process to populate the corresponding fields in the repository when there is more than one line in a table in the form.  For example, the form is a purchase order request and the submitter can enter one or more items in a table in the form (a row contains: Item number, Item description, Quantity, Price, Line Amount).  The first line populates correctly in the corresponding template fields in the repository, but I'm not sure what's required to insert/display any subsequent lines in the metadata.

Can someone please clarify the process for me?

Thanks,

Mike

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Replies

replied on September 26, 2015

Make sure you send the instance_id and the submission_id into fields in Laserfiche. I like to have that information available, just in case you need it for the future (never hurts).

Then in Workflow, add a "Retrieve Laserfiche Forms Content" activity to your workflow. To start configuring the activity, click the little gear in the upper right corner of the properties pane. In "Retrieve the content from:" field, either choose the instance that started the workflow or choose "The instance with ID:" and enter the field that has the instance id in it. Do the same with the submission id.

Click the gear again to configure the rest of the properties: enter the Forms server, the process that sent the form to Laserfiche, and then click under the Forms process and select the fields you're interested in (be sure to select the table you're interested in). To do something with each row  in that table, you'll need to process it with a "For Each Row" activity that follows the "Retrieve Laserfiche Forms Content" activity. The rest should be simple Workflow stuff.

I hope this helps!

 

 

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replied on September 27, 2015

Thanks for that Sheila, I may end up having to take that approach as I can't see that it's an option without implementing Workflow - currently everything is running in a Forms business process with the final task being the service task that saves the data to the repository.

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replied on September 28, 2015

Hi there,

Can you show me some screenshots of what's the desired display format?

Thanks!

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replied on September 29, 2015

Hi Abby,

I've just run through a test to get the screenshots to show you and it's working ... !  Not sure what the problem was there, but now the metadata field is displaying the various line item entries separated by semi-colon, which is what I was after. 

Sorry, but thanks anyway.

Mike

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replied on September 29, 2015

yeah, glad it works for you!

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