Process initiation by form submission

samp577

HI,

We have a requirement that we need to start a workflow automatically when a form is submitted.

And along with that process that form instance should be attached.

How to achieve this.

Regards,

Sampath

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ArunSelvaraj

Hi Sampath,

Try this out

create a custom object type were you gonna save your form field values

Create an e-form in forms builder which will have mapped with a custom object type
Create a process using process builder.
In process properties go to data tab
Create package and select the custom object type which you have used for creating the e-form.
The form name will display in the drop down. Select the form.
Select this package is mandatory and can be visible through the workflow check boxes.
After these steps go to initiate activity of your workflow and double click or right click select activity inspector. Go to data tab and select the package and select the checkbox having auto launch the package.
Save the process and install it.
Login to taskspace and go to process tab.
Select your process and click start process button.
Your e form will populate and enter the values and press submit your workflow will be started with the e form instance.

-Arun

All comments

ArunSelvaraj

Hi Sampath,

Try this out

create a custom object type were you gonna save your form field values

Create an e-form in forms builder which will have mapped with a custom object type
Create a process using process builder.
In process properties go to data tab
Create package and select the custom object type which you have used for creating the e-form.
The form name will display in the drop down. Select the form.
Select this package is mandatory and can be visible through the workflow check boxes.
After these steps go to initiate activity of your workflow and double click or right click select activity inspector. Go to data tab and select the package and select the checkbox having auto launch the package.
Save the process and install it.
Login to taskspace and go to process tab.
Select your process and click start process button.
Your e form will populate and enter the values and press submit your workflow will be started with the e form instance.

-Arun

Antal Bos

Hi,

Did you already tried it with a "Document Processor" adaptor?

Here you can start a process on form submission: StartWorkflowPostProcessor

With parameters: workflowTemplateName and workflowTemplateLocation

Select this adaptor in the properties of the form (File -> properties -> TAB: Advanced -> Post-submission)

Best regards,

A. Bos

Imran_Yusubov

Hi,

Do you mean internal forms or external?

if you mean taskspace forms then see this thread,

https://community.emc.com/docs/DOC-10054

if the data will be submited outside of the organization then see this thread.

https://community.emc.com/docs/DOC-7201

The Grants Management application has this functionality see how it works.

There is also HTTP inbound initiate activity in process builder which can handle form data.

See which one is appropriate to your requirement.

Hope this helps.

swastik.mishra

Hi,

Create a workflow and start it on click of the submit button and attach the form as part of the dm_package of that workflow instance.

--Swastik

samp577

Hi Arun,

It's Working now..,

Thanks for the help.

Thanks,

Sampath A

samp577

HI Arun,

We have another requirement like first we need to fill the form and click on submit button, then the process has to be started automatically and that form instance should be attched to that process. Why because the user who is submitting the form is not configured to see the process templates. Hence he cannot select the process and click on 'Start Process' button. So the process should start automatically.

We tried to achive this with 'Document Process' Adaptors in formbuilder for that form.

After configuring this form we are able to start the process by clicking on submit button, but the instance of the form is not being attched to process instead the form itself is attaching to it.

Please help me......

Thanks in advance...........

Thanks

Sampath

ArunSelvaraj

Hi Sampath,

Complete the form creation and process creation as we discussed above

For your new requirement you can implement in the following way

Login to taskspace and create an Action.
Select 'start workflow' action from basic or advanced actions category (Not sure where it will be search in both category).
Name your action and choose the process name from the list by searching.
Save the action.

The Action which you have created can be assigned to any of your taskspace tabs. If once assigned logout and login again and check in the tab. The Action label will display as the button name. Onclick of the button the process will initiate and the e-form associated to it will open, fill the details in the form and submit it.

Hope you know how to assign the action to the tabs.

In taskpace under Admin tab --> configuration --> Tabs

Please don't use same threads. Creating this as a separate thread will be much useful for all when they searching.

-Arun