Symptoms

There is a three-state form for project approvals: Project Request (default state), Project Approval, Project Progress. When a user submits a project, the data is saved successfully to the smartObject and we move to the next activity which is a smartForms Client Event. The user can access this form in the Project Approval state successfully and enter additional information into the form. When the form is submitted, an error appears that states "invalid serial number".
 

Diagnoses

In a meeting with the customer, we established that there was an issue with the rules configuration and data field mapping
 

Resolution

- The customer demonstrated the problem and we took a look at the Submit button rule. We saw that the Serial number field was being mapped to a parameter called SN. He mentioned you didn't think you were using that parameter anymore.
- We looked in the Smartforms client event wizard and saw that the serial number was being put into a field called SerialNo. We placed this parameter into the field in the rule and were able to move past the error.
- After that, he received a new error saying that the Assign action could not be found.
- We verified this against the workflow and saw that the action name is now "Assigned". We updated this in the rule, and did not experience any other errors. However, the workflow did not continue to the next step.
- We looked at the outcomes and saw that they had rules that prevented them from moving on if two data fields were not set. We looked at the Process Overview report and saw that they were blank, which is why the workflow completed prematurely.
- We mapped those, and the process did progress to the next step, although did not assign to his worklist. We checked the assignee and saw that it assigned it to his name, instead of to his AD account. We changed the control being used, so that his AD account was used in the destination, and the workflow continued correctly.