Question

Workflow reporting

Workflow

Updated March 1, 2017

asked on February 21, 2017

I just started at a new company that uses LaserFiche workflows. One of my tasks is to open an excel spreadsheet and list documents in laserfiche that are currently in a workflow (we have 3 workflows so I do this three times). I make sure each file on the list is in it's final folder where it goes when the workflow is done then make sure the workflow is complete. I delete the files from the list that have complete workflows and that are in the correct folder after their workflow is finished. Then I list new documents that are currently in workflows on the spreadsheet.

I save the spreadsheet in LF so everyone using the workflows can see the status of these documents and can do what they need to finish the workflow on the files.

My initial impression is there must be a way to automate this process because it's tedious and all the information comes from LaserFiche. Is there a way to print out some kind of report to show all running workflows and the associated file location?

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replied on February 21, 2017

I suggest you convert your workflows to business processes. Use the Update Business Process and Business Process Step tools to display to the user where a document is in its processing cycle. That allows you to communicate to them what needs to be done next.

Store them in a processing folder so users can easily see all documents that need to be worked on.

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replied on February 22, 2017

If you are able to identify the documents in progress with a search against a Metadata field, once you search is complete your can choose Download Report (CSV) from the File menu which will dump all of the displayed Metadata Fields of the found documents into a CSV file. As the Search can be saved, this is a quick way to create a report.

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replied on March 1, 2017

You can try using LaserFiche Workflow Web which will allow you to view all of your documents (workflows) that are still in an active running status. You can adjust the display columns to show the folder path and other details. You can access this from any web browser but you can only search and view workflow information.

Alternately, you can use Workflow Designer to do the same search for active workflows. The biggest difference I have found between the two is that I can export the search to a csv file. With this tool you are also designing and editing workflows. You can install it on your p/c or work from the server.

Depending on your organization, and with minimal training, you could provide key stake holders with the link to the Workflow Web console and they could look at the workflow status at any time.

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Workflow reporting

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