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Question

Question

Can someone post an example on how to use Forms 10 to lookup data in Laserfiche?

asked on March 29, 2016

Situation:  New Hire Form used by Hiring Manager to start the onboarding process.

I'd like to pull existing applications stored in Laserfiche to present to the hiring manager a name, address, etc... so that when the form is opened and started, the hiring manager can see the applicants in a list to choose from.  From there the form would pull address, email, etc.. to put in the form to move onto the HR department.

I can do lookups to a 3rd party DB easy, how do I utilize it or workflow to populate the data that is already in Laserfiche?  I see the "Set Business Process Variables" activity in Workflow, but would like to see an example form/workflow that uses it.

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Replies

replied on March 29, 2016

Hi Ken,

If you mean a lookup rule based on or pulling metadata, there was a thread not too long ago about this. Basically metadata is kept as values in a table in the repository database, so if Forms has rights/access to the SQL instance where the repository database is stored, it can use that database as an external data source as well.

Hope this helps!

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