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Question

Question

How to use workflow from Quickfields

asked on May 22, 2017

I am working on a new process.

We are wanting to scan invoices via Quickfields, and then invoke a workflow to lookup the client email address from our CRM and email the invoices.

I was looking at how to do this from Quickfields and it is starting to looking like triggering workflow from Quickfields is "not intended" for my Proof of Concept.  But rather I should create a standard workflow starting condition to do the emailing part.

I have been looking for some examples on use cases for invoking workflows from Quickfields, not getting too far on the use cases here?

 

Any thoughts?

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Replies

replied on May 22, 2017

Hi Jeff,

 

You can use Workflows after the quickfields.

Quickfields scans, ocr process, fill fields, and save your files in Laserfiche's folder (called "folder1" for the example).

 

After Quickfields, you can execute your workflow with the condition "file(s) created in folder 1".

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replied on May 23, 2017

Thanks, that will work fine for our requirements.

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