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Question

Question

Using Forms Content to Create Entry in WorkFlow

asked on October 27, 2015

Hello,

 

I am new to Laserfiche Workflow, I am trying to create a entry in the repository from the data off the submitted form. I am able to create the entry and get the data from the form however I am having issues inserting the attachment. When the workflow runs I get the entry in the repository with the template/meta data but there are no pages in it.

 

Any advice or directions is much appreciated.

 

Thank you.

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Replies

replied on October 27, 2015

Can't tell without seeing the form, but it looks like your attachments come from a collection in Forms? That gives Workflow a set of documents, so you need to go through them with For Each Row and inside it, create the entry, set fields and attach the electronic document.

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replied on October 27, 2015

Thanks, I tried this with no luck on my end. I know I am do something wrong, the form attachment is still not going into the document. It did send the file to the repository, however no metadata/template was applied.

 

I attached the form image for reference.

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replied on October 27, 2015

If you search for the workflow instance in the Workflow Designer and double-click it to open, does it show any errors?

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replied on October 27, 2015 Show version history

It sounds as if your issue is that it's a PDF or Word doc trying to be attached to the document, which doesn't actually work. You can't attach a document to another document unless they are both tifs (which is unlikely as a source of an attachment in most use cases). If they are both tifs this works because you effectively are pinning the pages to the end of the document. You can sort of do this with PDF's that have generated pages but this is very confusing as the electronic document (the pdf, which remains unchanged) won't be the same as the pages.

 

I generally create a folder for each submission that I then name & set key metadata on so that column views work well and are sortable to the end user. I then place the original form submission & any attachments inside my newly created folder. You can also link them as well to the original document, but in my experience most people prefer to browse for them unless they are only reaching them using search.

 

 

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replied on October 27, 2015

Chris, that's not quite correct. The Attach Electronic Document activity sets the electronic document component of a Laserfiche entry. It doesn't matter if that entry has image pages or not.

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replied on October 27, 2015

Miruna - you're right of course. I was thinking too far ahead. I'm used to getting the call after a customer has set it this way asking "where did my attachment go" when they are looking at the pages and not seeing the attached electronic document! :)

 

Steve - sorry if I confused the matter!

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