Trigger same workflow from a Form or starting rule

posted on February 23, 2016

Is there a way to trigger a workflow from both a Form or a starting rule?

We are going to have a workflow that goes through and updates some metadata. This will be triggered based on a certain action in the client. However we may also have a form that does the same workflow, but the change happens in a Form. The Client is looking to reuse the same workflow and not have multiple ones published. I was thinking of doing a Retrieve Business Processes Variables at the start and put that in a try catch. If that activity fails, that means it was not started by the Form and we can go one with different variables. However, testing this shows that the activity does not error but shows a "has warning". This does not allow the try-catch to work.

Any ideas as to how to use the same workflow but allow it to trigger through forms and normal starting rules?

Thanks,

Chris

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posted on February 23, 2016

Hi Chris,

When the business process is triggered from the Laserfiche Client, is it invoked on a specific entry or type of entry?

If so, you may be able use properties of the Starting Entry as the criteria for the Client-origin/Forms-origin conditional.

What does the workflow do differently when invoked through Forms that necessitates identifying the application it was triggered from?

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replied on February 23, 2016

It will not be a business process but just a normal workflow. The details of the workflow are still not finalized, but in general it is going to be an update workflow.

So the user will go into the client and go to the persons folder. They will then change the SSN field to a different number. This will then trigger the WF and go update the SSN on various other folders.

The user will open up an "update SSN form". Fill out the Form with the old SSN and the new SSN and hit submit. This would then call the same workflow as above. But we will be using entries coming from Forms instead.

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replied on February 23, 2016

I'd do a Conditional Decision where the first branch checks if the token for "has starting entry" is true. If it is, then read the fields from the doc, assign them to some set of shared tokens and proceed with the rest. If it's false, then it was started by Forms, run Retrieve Business Process variables, assign them to the same set of shared tokens and proceed.

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replied on February 23, 2016

Perfect Miruna, thank you. Has starting entry = true is the check I was looking for.

Thanks!

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Trigger same workflow from a Form or starting rule

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