01-11-2022 11:42 AM
I am creating a Unity Form for users to fill out for a request to have a procedure changed and the first field is a Text Box with the Field Source 'Originator'; where the user enters their name.
Is it possible to create a custom action or something where this text box would auto populate when the user launches the Unity Form in the Unity Client to fill out?
OnBase17
Thanks
01-11-2022 11:54 AM
That is available in the Properties section of elements that can be added to the form:
The "created by" values aren't populated until the form is actually submitted (created). Before then, you can use a custom action to copy the "current" values to another field if needed.
And these Properties values can't be mapped to a keyword, so you'd need to copy the value to store as a keyword too.
01-13-2022 08:15 AM
Thanks!
01-13-2022 08:28 AM
Is it a Unity form you are working with? If so, you should be able to add these fields to the form just like you would a keyword field:
Those first 3 would all pertain to the "created by user".
But it sounds like you are meaning an HTML e-form, not a Unity form. I don't see any created by user properties documented there either. But if you capture the current user information and then route the form to a workflow queue with system work, that system work would be executed as that user and you could copy those values to keywords or properties to work with them before the "current user" becomes someone else.
Or at the point the HTML form is submitted, any of the methods I mentioned for non-(Unity) form documents would still apply too.
01-13-2022 08:40 AM
01-13-2022 09:48 PM
I think you'll find what you're looking if you search the E-Forms MRG for "Mapping Form Fields to System Properties and Document Properties"
01-17-2022 07:19 AM
Yes, thanks again for the help!
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