The recently released Laserfiche Workflow 8.0.1 includes a number of new and updated activities that extend the software’s functionality, making it even more powerful and flexible. One of the new activities is End Workflow, which ends one or more workflows and allows you to specify both the termination status and reason. Full story »
The recently released Laserfiche Workflow 8.0.1 includes a number of new and updated activities that extend the software’s functionality, making it even more powerful and flexible. One of the new activities is For Each Value, which creates a workflow loop that is performed once for each value in a multi-value token, or once for each separate token passed to the activity. Full story »
Laserfiche Workflow 8.0.1 introduces the ability to add attachments to e-mails sent during routing. Full story »
Laserfiche is pleased to announce the release of Laserfiche Workflow Suite 8.0.1, which includes the Workflow Server, Workflow Subscriber and Workflow Designer. This is a maintenance release that offers extensive bug fixes as well as performance enhancements.
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As they adapt to the changing world economy, large corporations like Essar Group—an energy and communications conglomerate in India—are looking to improve efficiency by leveraging shared services. To establish shared service centers for business departments across its 55 companies, Essar purchased Laserfiche Rio from Sigma-Tech India Pvt. Ltd., a Laserfiche VAR based in Mumbai. Full story »
The next version of Laserfiche Workflow will include a number of new and updated activities that extend the software’s functionality, making it even more powerful and flexible.
Note: Since this is a preview, note that the details and appearances of certain elements may change between now and the final release.
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Bingo. Poker. Underwear with retention schedules. And of course, Laserfiche RME and Workflow. If it sounds like a fun way to learn about Laserfiche and share best practices, it was. For the almost 100 Laserfiche users and staff who attended the inaugural Virginia Statewide User Group Seminar December 1, the day-long experience was nothing short of amazing.
“Everyone contributed, everyone rose to their assignments and when someone asked the rest of the group for feedback, they got it and the end product ended up being even better,” says Laserfiche Luminary Rosalind Collins, Deputy Commissioner of the Revenue for Charlottesville, VA, who helped organize the event. “I’ve never been in a group that had all those ingredients plus excellent communication, a singular focus of outcome and FUN all together!” Full story »
When manufacturing medical devices such as spinal fusion cages, knee replacements, hip replacements, bone screws and the like, precision is essential. Deviating from product specifications by even a miniscule amount can cause serious problems when a physician attempts to implant the device in a patient.
As a contract manufacturing company that specializes in medical device implants and surgical instruments, precision is a chief concern for RMS. For over forty years, the company has ensured the accuracy and quality of its products, spurring expansion and business growth. But as the organization grew, some of its processes failed to evolve along with it.
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When Wendi Smith accompanied her friend Kristy DeLong from the City of Carmel, IN, to the Laserfiche Conference in Los Angeles last January, she was supposed to be on vacation. But as the Administrative Assistant for the Town of Brownsburg’s Planning and Building Department, Smith started to get her own ideas about the kinds of cost-savings and operational efficiencies Laserfiche could bring to the modest but progressive Brownsburg, a town of just 20,000 that Money Magazine named the 33rd “Best Place to Live in America.”
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When we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.
“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
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Transamerica Financial Advisors, Inc. (TFA), an indirect subsidiary of AEGON N.V., provides investments and financial planning to clients nationwide. With a network of more than 700 registered representatives, 42 offices of supervisory jurisdiction (OSJ) branches and 51 home office staff, TFA is a rapidly growing enterprise whose independent representatives faced the growing cost of paper-based processes: misplaced documents, time-consuming manual workflows, express-mail costs and file storage expenses.
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In this tech tip, we will explore the differences between Laserfiche Workflow 8’s Routing Decision activity and its Conditional Parallel activity. The scenarios explain how to determine when to use one versus the other.
The Routing Decision activity specifies two or more possible routes for a document. When a workflow is performed, the activity decides which route is the most appropriate for the entry in question. This decision is made based on conditions you define.
For example, a workflow routes a document to Tim for approval. After he reviews it, Tim tags the document Approved or Denied. A Routing Decision activity uses this metadata to determine what should happen to the document. If the document was approved, the workflow sends an e-mail to another employee; if it was denied, the workflow archives the document.
Though a Routing Decision activity contains multiple branches, only one will become active each time the activity is performed. Branches are evaluated from left to right and the first branch whose condition is satisfied will become active. If no branch conditions can be satisfied, the workflow will skip the Routing Decision activity and proceed to the next step in the workflow.
At first glance, the Conditional Parallel activity looks very similar to the Routing Decision activity: both contain branches that you assign conditions to and both activities’ branches represent different potential routes for a document.
For example, a workflow uses a Conditional Parallel activity to route a document to one, two, or three different users, depending on metadata assigned to the document.
In this scenario, one, two, or three branches may become active each time the workflow is performed.
The difference between the two has to do with the number of branches that can become active each time a workflow is performed.
It is important to understand the fundamental difference between these activities in order for your workflows to function properly.
At the 2009 Laserfiche Institute Conference, we introduced Laserfiche Avante, a new way to get powerful document and business process management that fits the way you work—at a price that makes sense.
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After routing an entry to a user or group, Workflow 8 can notify the trustee that a document was routed to their working folder. If the user/group does not take the appropriate action on the entry (e.g., approve/deny or process the entry) within a specified amount of time, the workflow can send a series of reminder e-mails based on a recurring e-mail schedule that observes weekends and holidays.
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During this tech tip, we will explore some general tips and tricks to using the Workflow Designer.
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