Using Laserfiche Connector to Fill out a Laserfiche Form
You can use Laserfiche Connector's Launch a website action or Write data to an application action to gather information from an application, and then automatically fill out all or part of a Laserfiche form with that information.
Using the Launch a Website Action
- Follow the instructions in the Creating a Profile help topic for launching a website from Laserfiche Connector.
- When you get to the Website page of the wizard, construct the URL for the form:
- In the URL text box, paste the URL of the Laserfiche form you want Laserfiche Connector to open.
- Determine the variable names of the form fields you want to fill in. Learn more.
- Once you have the variable names, build the URL with the following structure: baseURL?variable1=value1&variable2=value2
- Replace baseURL with the form's URL.
- Replace variable1 and variable2 with the variable names of the fields you want to populate on the form
- Replace value1 and value2 with the values you want in those fields. In most cases, you'll want to replace these values with tokens created in Laserfiche Connector.
- Append other variables to the URL by inserting an & symbol followed by the variable name.
- Continue configuring the Laserfiche Connector profile following the instructions in the Creating a Profile help topic.
Note: Only form fields outside of collections and tables can be populated via parameters. Additionally, address, radio button, checkbox, file upload, and signature fields cannot be populated via URL.
Using the Write Data to an Application Action
Laserfiche Connector can write data to a Laserfiche form in the same way it can write data to any application. The Profile Creation Wizard will guide you through selecting fields in the Laserfiche form and assigning them values. For more information, see the Write Data to an Application section of the Creating a Profile help topic.