Veröffentlicht Wed, 03 Jul 2019 18:49:51 GMT von Michael Weingand
HI Folks,
I have a few cloud clients who are running into the same issue and I am not sure how to start.  Maybe just a little pointer if someone knows. 
HR forms filled out and submitted with the wrong SSN.  I need a way to update the submitted forms with the corrected SSN.
Veröffentlicht Tue, 09 Jul 2019 13:51:46 GMT von Casey Miller
This was shown at DocuWorld. Not sure how it is actually done. May have to wait until the VM is released or we may never know.. they do that sometimes.
Veröffentlicht Thu, 11 Jul 2019 17:13:43 GMT von Matthew Trembly
Has the customer system been updated to 7.1 yet?  If so, when was the workflow created?
Veröffentlicht Thu, 11 Jul 2019 18:10:38 GMT von Phil Robson
With DocuWare 7.1 you can insert data in to a Form using a workflow. First of all you must create a merge form. The target field must be a fillable area of the PDF. Note that the area cannot be a target field from the form submission. So you cannot replace data you can only add data.
When creating the workflow, your trigger must be by "Submission of a form".


Phil Robson
Senior Director Client Services, Americas
 
Veröffentlicht Fri, 12 Jul 2019 21:54:17 GMT von Matthew Trembly
This works as advertised.  Phil, big time thanks for the tip about only adding entries.
Veröffentlicht Thu, 25 Jul 2019 22:17:28 GMT von Michael Weingand
My trigger is set to Only if document is created by a merge form and the name of the Merge form is the only one I have for this. But when I go to assign data and select the fill area of the document for destination type, the field/variable is empty.
Veröffentlicht Thu, 25 Jul 2019 22:20:39 GMT von Phil Robson
Is the field a "fillable" type of field. That is, when you open the PDF in a a reader can you enter data in to the field? If not then that is why it is empty - if that is not the case then there is something else amiss.

Phil Robson
Senior Director Client Services, Americas
Veröffentlicht Thu, 25 Jul 2019 23:12:05 GMT von Michael Weingand
I checked setting first and it is set to fillable in the merge form and when I downloaded the document, it is fillable in all of the fields.  Unless you have any other ideas, I guess this might be a support call.
Veröffentlicht Thu, 25 Jul 2019 23:18:51 GMT von Phil Robson
Well we have had no support requests on this functionality to date because it works. So maybe just check your logic carefully before creating a support request. Other than that, yes support will need to look at it.

Phil Robson
Senior Director Client Services, Americas

 

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