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Hi Antonina,
most of `Actions` which are executed, require that the document already have a database ID assigned so it have to be saved.
It's technical limitation of the platform.

You could add something like `On open` -> Use path, which will do the save automatically, but I wouldn't recommend this, as it could cause junk forms.

I'm assuming this action does something like reading some default values into the list?
If so, you could try using item list initialization: https://docs.webcon.com/docs/2025R2/Studio/Process/Attribute/Basic/Itemlist/ILConf/ILConf_Init/

Hello, I don't have much experience, so I apologize if my question seems dumb (:

I added a menu button in the first step that fills a list. It's working fine, but it only becomes visible after I first save the document. How can I make it visible on the form from the very beginning?

Thank you!

I checked and indeed, there is a small problem.
As Raluca pointed out - you can see what the SQL query for filtering looks like.
WEBCON changes the text formatting by adding '.
The easiest way would probably be to change it to Advanced Filtering and add the appropriate entry

Hi,
I think the problem is the use of "login and name" in the filter.

Hi,
I added the filter for a field type "Personal of group".
I added the field with values for the funciton "gropup members" from the process.
I press the button show and the values were show in the script.
Can you tested the sql from the "Expression preview" in the SSMS?

Thanks,
Raluca

Adding the DisableLoopbackCheck = 1 worked.

Thanks Paweł.

Hi,

we would like to pick a group in a form field and to use all members of this group as filter for another user picker field.

Using the function GROUP MEMBERS [AD-Group Login and name] in a business rule works fine. Setting this one into an ALERT all members are returned as expected.
Using 'testgroup' as string in the group picker of the function GROUP MEMBERS ['testgroup'] in a filter of a data source works fine and all members are returned as expected.

But using the AD-Group field in the function GROUP MEMBERS [AD-Group Login and name] in a filter of a data source always returns no result. The name of the AD-Group field is "testgroup" - tested with an ALERT.
It would be great if passing a "person or group" field to the "group member" function would work as it does in the business rules. Could this be a bug? Or are we missing anything?

Kind Regards
Sébastien

Query looks fine, could you maybe share some errors you've got?

Most common erros when moving a document by external systems i'd say is that document is in step, in which selected path doesn't exists, are you sure, that document on WEBCON side is in step, in which there is selected path to transition with?

Hi,

Thank you for sugestions. I created an API, but now I have a problem with how to move a process, I try to use the Move Workflow (SQL) action.

signProcessSid - WebCon document ID
signProcessUid - external system document ID , this number is exists in WebCon as a WFD_AttText1

Maybe the query should look different?