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Question

Fillable PDF from Online Form.

asked on April 20, 2016 Show version history

Can someone give me an example of a working workflow that pulls data from a forum and populates fields within a fillable PDF? I have an issue with my workflow not pulling the data from the website form that has been filled out. 

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Replies

replied on April 20, 2016

Is this a Laserfiche Form or a non-Laserfiche website form?

 

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replied on April 21, 2016

This is a Laserfiche 10.1 form starting a workflow but the workflow is not pulling data from the form to populate a fillable PDF. If I set tokens with testing data in the workflow and then start that workflow with the Laserfiche form I can get the token data to populate the fillable PDF. 

This singles out the process of the workflow being able to pull data from the Laserfiche form. It doesnt seem to be happening.

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replied on April 21, 2016

I have a working form to pdf workflow but it is not 10.1.

Can you send a screenshot of how you have the workflow set up to pull the information?

 

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replied on April 21, 2016

I have a little extra processes in here for testing. 

 

Token Value: This is for testing. Not essential.

Retrieve Business Process Variables: This is the process to pull all the form data.

Find Entry: Finds a blank fillable PDF ready to be populated.

Move Entry: Copies that fillable PDF to a new space.

Email: This step is for me to verify that the workflow is working correctly when the starter is the form its self. 

Fill out PDF Form: is what it is. 

Fillable PDF.png
Fillable PDF.png (93.99 KB)
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replied on April 21, 2016

On my workflow, I put all the information from the form into tokens then I use the tokens to fill the PDF.

As a general rule, I have started using the Track Tokens activity in every workflow even if it doesn't have tokens.  It gives me the Tokens tab when I look at past instances of the workflow and I can verify that information is coming in from the form.

My suggestion would be to add the Track Tokens activity at the end.  Test it again.  Open up the instance and look at the Tokens tab to make sure the information is coming in from the form.  If it is coming in but not filling the PDF, then try putting the information from the form in tokens first and use the tokens to fill the PDF.

 

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replied on April 21, 2016 Show version history

Im not sure how to pull token information when the workflow is built to pull data from a Laserfiche form.

 

I had tried what you suggested but to test I have to fire the workflow from the forms process rather than the play button within Workflow Designer. 

Either way I tried to dump the tokens into an email body that is sent back to me. It too is also coming back blank. This workflow is starting from a forms process and its supposed to capture data form the forms fields. Its not doing that at all.

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replied on April 21, 2016

This is in 9.1 not 10 but should give you a fairly good idea.  Set up the activity that retrieve the information from the form.  Then create a token for each field you are pulling back.  Put the form information in the tokens.

 

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replied on April 22, 2016

They come back blank.

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replied on April 22, 2016

Brian, how does this workflow start?

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replied on April 22, 2016

Laserfiche forms service task.

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replied on April 22, 2016

Ok, just to cover all bases here: the service task comes after the forms is submitted (if you're not retrieving the starting form), right?

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replied on May 12, 2016

Its been a while since ive been able to work on this issue.

 

The only way I can get it to work is to dump the fields into a template and then pull that data into the fillable PDF. All the token based processes Ive tried have failed.

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replied on April 29, 2024

Has anyone ever figured this out yet?

I am trying to do the same thing.  We have paper forms that we want to convert to Laserfiche Forms, but when we print them out, they will look like the original forms.

Thanks!

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