Eric Bosworth
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29 votes
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Eric Bosworth shared this idea ·
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An error occurred while saving the comment Eric Bosworth commented
I also have merge forms with names and it would be nice to index a last name and first name and then concatenate them on the merge form rather than doing it in a workflow.
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1 vote
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6 votes
An error occurred while saving the comment Eric Bosworth commented
It has been almost 3 years. I am still waiting and yet again I have to index a number as text and then convert it back to a number in a workflow. This is obnoxious.
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1 vote
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5 votes
An error occurred while saving the comment Eric Bosworth commented
My work around is to complete all the merge forms and use the choice to index forms that are not needed and then in a workflow change the document type to delete me and then I have a delete schedule every night. It is annoying.
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8 votes
An error occurred while saving the comment Eric Bosworth commented
I like this idea but I do have a work around. In the original form ask the number of children and then just enter the name and such for the first kid then run a workflow when the document is stored that looks at the number of kids and then copy the document and enter the kids names and such on the new document. I have done this with therapy releases and it takes a bit to get working but it does work quite well once it is setup.
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2 votes
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96 votes
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Eric Bosworth supported this idea ·
I would love this! I have so many workflows that are similar but not the same that I would like to simply take a data assignment and copy it to a different workflow. For example I have a file cabinet with data records for employee lookups for supervisor approvals. I use the same setup to lookup supervisors in dozens of workflows and if I could simply copy those pieces rather than recreate them it would be so helpful.