Question

Forms functionality

Forms

Updated October 29, 2015

asked on October 28, 2015

Hello folks,

I am wondering if Laserfiche Forms has the ability to pre-populate fields based on an earlier submitted form. For instance, some of our documents (policy documents) require a time triggered review (6,12,18,24 months as selected in the original form).

Is it possible to have the notification link to a form with the data pre-populated from the existing document to allow the user to make changes, and then re-submit for the approval process? As opposed to re-entering the form data manually?

Thanks

Tom

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Replies

replied on October 28, 2015

In order to do this you have a couple options. One would be to setup a database connection to the Forms database itself and somehow traverse to the previous submission.

A second option would be to store all submissions in a secondary database that just stores the data that was submitted each time. You would need a way of knowing which record to return, whether it's a policy number or some other unique identifier.

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replied on October 29, 2015 • Show version history

Hi there,

How about put these in one process, and use intermediate timer event to wait till the review time starts? Process data can be shared in any step.

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replied on October 29, 2015

Thanks Abby, I guess the challenge is that with this document "lifecycle" model it could create an enormous amount of documents in a pending state in the forms inbox. Is there a way that you know of to handle large amounts of forms in pending state? Implementing a system outside of forms as Blake has suggested may remedy that.

Any other ideas out there? Is there a more robust 3rd party tool out there that can handle forms like that?

Cheers!

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replied on October 29, 2015

By doing what Abby suggested, it would not put forms in a pending state in the inbox. Once it passes a user task and gets to the intermediate timer event, it stays at that event until the specified time. While waiting, it is not assigned to a user so it won't show up except in the Results or Reports for that process.

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Forms functionality

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