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Laserfiche Workflow

Business Process Management

Laserfiche Workflow enables organizations to automate standard, collaborative business processes, such as approvals or routing based on conditions. It transforms your static Laserfiche repository into a dynamic content management solution that ensures your business processes are performed consistently and efficiently.

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Laserfiche Workflow enables organizations to design custom workflows that fit their needs. Workflows automatically perform specified actions at appropriate times, such as sending a document to a specific user, populating a field, adding a tag, or sending an e-mail.

Easy to Build and Extend

Building a workflow is as easy as selecting and configuring workflow activities: pre-built, configurable processes designed to accomplish a specific task. Laserfiche Workflow contains over 30 activities, including Route Entry to User, Assign Tags, Assign Template, and E-mail. Workflow also enables users to extend its functionality, allowing them to build workflows that interact with third-party software or databases or perform custom actions. Users can insert custom built VB.NET and C# scripts into one of Laserfiche Workflow’s scripting activities, or they can design their own activities.

Workflow Decision Making

Laserfiche Workflow is a highly flexible and powerful tool you can use to mirror your manual, paper collaborative processes in an automated, digital form. It contains branching activities that are designed to handle multiple scenarios and make decisions as to how a workflow should proceed. Decisions can be made based on a wide variety of criteria, including the value of a field, the number of documents in a folder, or the name of a document.

Basic Functionality

Designing and Implementing Workflows

  • Simple, intuitive, and customizable interface lets you drag and drop activities onto a workflow and configure how they should perform.
  • Trigger workflows when specified events take place in your Laserfiche repository.
  • Define exactly which events should trigger a workflow using flexible conditions.
  • Limit starting rules to specific events, users, repositories, folders, etc.
  • Route documents based on conditions you define or different actions to be taken before or after a deadline.
  • Perform two activities in parallel based on specified conditions.
  • Configure a workflow to wait to proceed before a specified condition becomes true.
  • Create custom tokens using regular expressions.
  • Create and run custom Workflow activities with VB.NET or C# scripts.

Workflow Operations

  • Import and export workflows from one location to another, including exporting as Windows Workflow Foundation definition to share workflows with other applications.
  • View detailed information about the performance of workflows, such as current status, errors or warnings, names of documents they interacted with, and when completed.
  • Manually terminate, pause, or resume workflows as they run.

User and Group Properties and Security

  • Assign users custom properties for Laserfiche Workflow routing and decision-making, such as working folders in the Laserfiche repository, e-mail addresses, and supervisors.
  • Administrators can specify what actions users can perform in the Workflow Designer, such as permission to view a published workflow, but not to edit or delete it.
  • Set Workflow security based on Laserfiche or Active Directory trustees.

Installation and Support

Components

  • Laserfiche Workflow Server: Executes workflow rules. Receives notification from the Workflow Subscriber when a change is made to a Laserfiche entry that satisfies a starting rule.
  • Laserfiche Workflow Subscriber: Acts as a link between the Workflow Server and the Laserfiche Server. Receives notification from a Laserfiche Server when a change is made to a Laserfiche entry and evaluates the event to determine if a starting rule is satisfied. If so, it notifies the Workflow Server.
  • Laserfiche Workflow Designer: Used to design and publish workflows and starting rules.

Environment

Operating System

  • Windows XP Professional (Service Pack 2), Windows 2003, Windows Vista, Windows 7, Windows 2008 Server. 32-bit and 64-bit versions supported for all Workflow 8 components.

DBMS

  • SQL Server 2005 (Service Pack 1 or higher), SQL Server Express 2005, SQL Server 2000 (Service Pack 3 or higher), SQL Server Desktop Engine (MSDE).

Required Windows Components

  • Windows Message Queuing component.
  • Microsoft .NET Framework 3.0.
  • Microsoft Management Console (MMC) 3.0.

Protocols

  • Built on Microsoft Windows Workflow Foundation.
This workflow routes a document differently based on field values. Between one and three people may receive each document. This workflow routes a document differently based on field values. Between one and three people may receive each document. Workflow is compromised of three components. Workflow is comprised of three components. The Workflow Designer's user interface can be customized however you like. The Workflow Designer's user interface can be customized however you like. Laserfiche Workflow contains over 30 pre-built activities that can be used in workflows. Laserfiche Workflow contains over 30 pre-built activities that can be used in workflows.  Use the script editor to write and debug VB.NET and C# scripts that can be run during a workflow. Use the script editor to write and debug VB.NET and C# scripts that can be run during a workflow.

Product Datasheets

Avante BPM Datasheet
An organization’s success is closely related to the efficiency of its daily workflow—but too many organizations continue to rely on outdated, manual business processes. It’s more important than ever to streamline operations and help staff focus more of their time on revenue-generating activities.

Laserfiche 8 Shines in a Microsoft-Driven Organization
We've always built our products using Microsoft technologies to help Microsoft-driven organizations shine.

Related Resources

Laserfiche Workflow 8 Guided Help - Extending the Functionality of Workflow 8 (Flash 9 Required)
This video provides a broad overview of the different ways you can extend Workflow 8's functionality. It is designed as a quick start for advanced users who are interested in writing custom Workflow 8 scripts and/or activities using C# or VB.NET. To watch the video, which is just under 8 minutes in length, click the link above. The video will open in your browser and start playing within 30 seconds on most high-speed connections. Flash 9 or higher is required.

Laserfiche Workflow 8 Guided Help - Routing Shortcuts vs. Entries (Flash 9 Required)
If a document needs to be routed to multiple people and/or locations at the same time, it is best to configure Workflow 8 to create and route shortcuts to the document, not the actual document. This video provides step-by-step instructions to creating shortcuts, routing them, and having your workflow automatically delete them when they are no longer needed. To watch the video, click the link above. The video will open in your browser and start playing within 30 seconds on most high-speed connections. Flash 9 or higher is required.

Laserfiche Workflow 8 Guided Help - Conditional Parallel Activity (Flash 9 Required)
The Conditional Parallel Activity performs one or more actions at the same time based on specified conditions. In this video, we will explore how to use and configure this activity. To watch the video, click the link above. The video will open in your browser and start playing within 30 seconds on most high-speed connections. Flash 9 or higher is required.

Laserfiche Workflow 8 Guided Help - Searching for Workflows (Flash 9 Required)
This video explains how to search for information related to workflows that have already been performed or are currently being performed. It covers how to see what state a workflow is currently in, whether it ran into any errors, what Laserfiche entries the workflow has interacted with, and much more. To watch the video, click the link above. The video will open in your browser and start playing within 30 seconds on most high-speed connections. Flash 9 or higher is required.

Laserfiche Workflow 8 Guided Help - Starting Rules (Flash 9 Required)
This video introduces users to Workflow 8 starting rules. It covers how to create and assign them, as well as tips and tricks to use when working with them. After watching this video, consider reading . This Laserfiche white paper covers advanced topics related to starting rules. To watch the video, click the link above. The video will open in your browser and start playing within 30 seconds on most high-speed connections. Flash 9 or higher is required.

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Have questions? Get answers in our document management Webinars. We present over 500 Webinars each year on a variety of document management topics.

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