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April 2021 Consultant’s Corner

Laserfiche Forms:

Using the new Edit In-Progress Process Variable Values functionality in Forms 11

By Kyle Knebel


Many Laserfiche Forms Administrators and Process admins have found that a submitted form is missing data or has incorrect values in one or more fields. This can sometimes require that the current submission instance be terminated, and a new form be submitted. What if that form is 6 pages long, or more? It can be quite inconvenient to be asked to fill out and submit that long form again!


Laserfiche Forms 11 provides new functionality for Administrators and Process admins in which a suspended form can be edited to update missing or incomplete data in the form fields, also called variables.


There are six easy steps to edit an in-progress process variable.


  1. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink (the blue text).

  2. Click on the Variables tab.

  3. Click the Edit button.

  4. Search or scroll for the variable(s) that needs a new value.

  5. Modify the value, add Comments if desired and press Save.

  6. Retry the suspended instance.



1. Select the suspended instance in the Monitor tab by clicking on the instance hyperlink.


2. Click on the Variables tab


3. Click the Edit button


4. Search or scroll for the variable(s) that needs a new value


5. Modify the value, add Comments if desired and press Save


6. Retry the suspended instance.

  • Click on the History tab

  • Right click on the Suspended step

  • Select Retry



If you would like assistance or training on this new feature, or would like to upgrade your version of Forms, please reach out to the CDI to schedule a meeting. Have a Great Paperless Day!



 

If you have any questions regarding Laserfiche or wish to speak with a CDI professional team member, contact us atsupport@cdi.support.




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