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Question

How to send information from Workflow to Laserfiche Form Process Modeler to store information in the Laserfiche Repository

asked on April 4, 2016

We are using workflow to process some information; and we need to store the updated information in the Repository. In the process modeler, we are using following steps:

Start (User Submit Form) -> ServiceTask (WorkFlow) -> Save To Repository.

We have set checkbox (Wait until the workflow finishes before proceeding). Is there any way to use output parameter value to save metadata in the Repository

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Replies

replied on July 29, 2016

Note to those who might use this thread. The name referenced for the process object is now "Set Business Process Variables" and not "Return Results to Forms". While this may have been purely a naming change for describing the solution, it might make things interesting for inexperienced readers.

 

Best Regards,

Brian

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replied on April 4, 2016

Hi Sandeep,

If you are running on version 10, forms and workflow,  you can update and return variables from workflow to forms.   After you run your workflow, those variables are available to use in naming or metadata when you Save to Repository or other tasks.  This is one of the version 10 updates we were most looking forward to.  

Under the Laserfiche Forms Toolbox tab:

Variables that you define within your form will be avaliable to update and return results.

Use the 'Retrieve Laserfiche Forms Content' and include the form variable that you want to update.

 

 

 

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replied on April 4, 2016

Thanks Andrew,

 

No we are using version 9.2. Is there any way to update from version 9.2; if not is there any possibility to save Laserfiche form image submitted by user in the Repository using workflow, since we are able to create entry in the repository with metadata, but doesn't store image.

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replied on April 4, 2016

The upgrade from 9 to 10  is pretty straightforward.  Have a good backup, download the LF 10 bits and then just run the wizards for each product.   You will need to know your basic configurations, db, users, etc.

Review the release notes so and/or check with your reseller for more details.   I am rather new to Laserfiche but noticed quite a few nice improvements between 9 and 10.   Have fun!

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replied on April 4, 2016

Thanks Andrew,

But that's not my answer. I have to use 9.2.

 

If Laserfiche work flow doesn't support two way communication (Laserfiche form to Workflow and Workflow to Laserfiche Form) then

Is there any possibility to save Laserfiche form image submitted by user in the Repository using workflow, since we are able to create entry in the repository with metadata, but doesn't store image.

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replied on April 4, 2016

In version 9 you can send all your form values to the Workflow, just not values back from Workflow to Forms.

I think you could reverse some of your forms process flow to first save and then call your workflow:
Start (User Submit Form) -> Save To Repository  -> ServiceTask (WorkFlow)

That way the form is in the repository and when you call your workflow.  Your workflow should be able to easily find it and have all your form variables available to update it with.

 

( In version 10 you can add metadata directly from the forms 'Save To Repository' task.  )

 

Hope this helps

 

 

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replied on April 4, 2016

Sandeep,

One way that we deal with this scenario is we have two fields in Laserfiche called "Forms Instance ID" and "Forms Submission ID".

When we use a Save to Repository event, we write the associated data into those fields.

Once a workflow is initiated on the document, it can use a "Retrieve Business Process Variables" task (I believe this had a different name under Forms 9. I think it was "Retrieve Forms Data" or something similar) to retrieve any data elements submitted in the form.

These data elements can then have calculations run on them as needed and stored in the metadata as you normally would deal with tokens in a workflow.

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replied on April 4, 2016

Thanks John,

 

But, it seems like Form variables doesn't updated in the workflow

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replied on April 5, 2016

Sandeep,

Perhaps I am misunderstanding your question. In my scenario, all calculations are performed and metadata is set from inside Workflow.

The only thing Forms does is create the initial document in the repository.

Is this different from what you are trying to achieve?

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replied on April 5, 2016

Thanks John for your reply.

Yes, I understand that I can Save information in the Repository than call work flow to process information and update metadata. But, the business process I am dealing with that doesn't allow to Save information in the repository before processing information in the workflow. So I have two option either Work flow should have output parameter that I can use in the Process modeler or I should able to save submitted form image in the repository in the work flow after processing information

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