Question

Compare submitted forms to List of names

Forms Laserfiche Version 9 Workflow Integrations

Updated November 9, 2015

asked on November 4, 2015 • Show version history

I have a form with a name drop down box whose values are populated from an external sql database. Does anyone have any suggestions for how I can compare the submitted forms to the names in the database?

Basically I am looking to figure out who has submitted the form and who hasn't.

Thanks,

Dane

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replied on November 5, 2015

I'm not sure the table structure you have for where the names are being pulled from, but we have a process that might help you.

For our hiring process, at the end of the process we store the employee names in a database table. That table has a column named completed. For every new employee a 90 day review must be completed for them by their supervisor. The supervisor starts a different form and adds the employee's name (which does a lookup for their employee number) and submits it. At the end of that process, it goes into the database table mentioned above and checks off that they have completed it.

By doing this, we can pull a report to see who has and has not performed a 90 day review. I hope that helps.

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replied on November 9, 2015

Hi Dane,

For automating data comparisons, Workflow will likely be the tool you turn to. To get an idea for that workflow's configuration, I'd need more information. Were the selected names saved as metadata? Were they used in any processes where they might have been saved in some other format? Otherwise, were the forms in which these names are contained saved to the repository?

Another tool that could be useful is Forms Reports, which are detailed here. You'll select the process that the form is a part of, and then include that names field in the report. You can download it as an .xlsx or a .csv file.

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Compare submitted forms to List of names

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