Here is a recipe for pre-populating a form for display in Workspace and routing it to another user. The first user initiates the form in Workspace, the form is pre-filled with their name and the time, the completed form is then routed to another user for approval. Note: In this example we will just route it back to the initiator for simplicity. To change this modify the assign task in the main process.
The trick here is massaging the data in the forms render service so it is displayed for the initiator task. To accomplish this I use a temp XFA variable in my render service. Since my form template has an embedded schema I can easily XPath into the form variable to set/get data.
LiveCycle Version: 8.2.1
Completed example LCA: prepopandroute
- A customized render service
- An XDP template that has an associated schema embedded within it (if you need a schema you can generate one here)
- An Assign User activity
- A User Look Up activity
- A sprinkling of SetValue
- 2 Routes
- 1 Decision point
Recipe: Please see the completed example above
Initiating the task
Second user gets a To Do item with completed form and can approve or deny
The custom Render Service: