Access Form and Extra Data value term

The Access Form and Extra Data value term returns the value that is store within a form or extra data variable.

Use case: A web form is used to submit data to FileBound. In this case, the information is from a job application that was submitted online from a form. When the data is submitted, it is stored within the FileBound database and associated with the new document and file that is created when the form is submitted. This submitted data can be associated with the document and the file that it belongs to. Document associated data becomes “form data” and file associated data becomes “extra data”. In the normal submission process, both form data and extra data are created and stored.

Using the Access Form and Extra Data value term, the information that is stored can be used in the workflow process. For example, a job application had a check box that asks the applicant if they had been previously employed by the company. When the form is submitted, a Decision stencil can use the Access Form and Extra Data value term to return if the check box was selected or not. If the check box was selected, it takes the Yes branch of the decision resulting a quicker review process as the employer already have information about the applicant. If the check box was not selected, the application can take the normal application process steps.

Configuration

  1. Select an option from the Type list, to specify the type of data that will be returned. The following options are available:

    • Form Data (Document): Returns the data associated with the document.
    • Extra Data (File): Returns the data associated with the file.
  2. Specify the name of the variable to be accessed in the Variable box or click Configure, to open the Configure Value dialog box and configure a value term. See Stencil value terms for more information.

    Note: When entering the variable name, you do not need to include the $$ variables that are normally used when the value is used within a form.

  3. Click OK.