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Question

Workflow Templates

asked on June 11, 2014

Curious about how to automate common processes? Need a hands-on learning tool to get going with Workflow?

 

Introducing Workflow templates! The Laserfiche User Education team has put together 10 workflows that work with a briefcase of sample folders and documents. These workflows demonstrate common workflow concepts and combinations of activities. The workflows let you easily see the Workflow product in action, and they are all editable so you can experiment and customize them to fit your needs.

 

The Workflow Templates include:

  • 10 workflows with starting rules that can be imported into your Workflow Designer.
  • A briefcase of documents and folders that the workflows run on.
  • A Using the Workflow Templates white paper that steps you through importing the workflows and briefcase, understanding and running the workflows, and expanding them to fit your specific needs.

 

Download the templates here.

 

Let us know if you are interested in more templates like these!

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Replies

replied on June 12, 2014

These are nice!  I am very interested in more templates.  They make learning much easier when you have something to model after!

 

Thank you!!!!!

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replied on October 8, 2014

This looks like a great opportunity to learn some things that meets my task list!  Only problem is that when I attempt to import the ..WFI with Designer, I right away get an error:  'element' is an invalid XmlNode Type.  Line 3319, position 10.  I thought I followed the instruction and my Designer I believe is up to date.  Can you point me in the right direction?

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replied on October 8, 2014

What version of Workflow are you using?

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replied on October 8, 2014

Designer ver.  9.0.1.160

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replied on October 8, 2014

The templates are for 9.1.1.365 or higher.

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replied on October 8, 2014

Thanks, I'll get the update.

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replied on April 2, 2015

Are the templates still available?  I am getting an error message and can't load the link above.

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replied on November 5, 2015

This is great.  Could someone redo the whitepaper so that it actually shows the workflows?  Some of us are more visual learners. :)   Thanks!

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