Workflow 8 Highlights:
Brian Sabin, March 2008
Workflow 8 will enable you to automate the routing and organization of entries in a Laserfiche repository. Workflows can route documents to users, add tags and sticky notes, send e-mails, enforce deadlines, assign rights and much more.
The process of building a workflow is now easier than ever with the introduction of activities: pre-built, configurable processes designed to accomplish a specific task. For example, the Assign Template activity adds a specified template to an entry. Workflow 8 contains 33 different activities - a few of which appear to the right.
To build a workflow, you select activities (as many as you like), configure how each should perform and then publish the workflow. Lastly, you specify the events and conditions that will trigger your workflow.
Show Me a Workflow
Here is a relatively simple workflow. This workflow:
- Assigns a tag to a Laserfiche document.
- Adds a sticky note to the document.
- Routes the document to a specific person.
What Else Can Workflow 8 Do?
Pretty much anything you want! You can also insert a custom C# or Visual Basic®.NET script and build your own custom activities. With these two options, the possibilities are endless.
Note: For the next several tips, we’ll continue to preview new functionality in Laserfiche 8. Because this is a preview, note that the details and appearance of certain elements may change between now and the final release of the software.
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