Question

Check if user has valid Laserfiche license

Workflow Forms SDK

Updated June 1, 2017

asked on May 31, 2017 • Show version history

Good morning,

We've been brainstorming on the possibility of having a system where we could plug in an employee's username and check if this employee has a valid Laserfiche license.

Basically, we will be using a LF Table field with a Single Line textbox. Our customer would be typing in the approver's username (which should have a license). Our fear is that if the username is miss-typed in the textbox, then the process will be suspended; so we were exploring the possibility of having some type of mechanism on the back that checks if the username is valid, even before submitting the form.

Something that could possibly query the LDAP directory to check if user exists or something. We don't want to simply display all our approvers in a drop-down menu, since they are simply too many.

If you've worked on something similar, please share what resources and strategies you used.

Thank you,

Raul

0 0

Replies

replied on May 31, 2017

We approached it from the other side. Rather than typing the supervisor's name, the employee typed their own employee ID, a database lookup to our ERP system returned the supervisor username in a hidden field. That allowed us to email and assign the form to the correct supervisor.

1 0

replied on May 31, 2017

This would mean that we would need to have a predefined list of Employee+Supervisor match right?

0 0

replied on May 31, 2017

Yes, we had that data and it was useful in our scenario. The idea is that it was simpler for the user to remember and type their own Employee ID than their boss' username.

1 0

replied on May 31, 2017

I guess since in our case our supervisor's usernames are tied to their email address, we thought it would be easier, but I can see people not thinking in simply opening up outlook and copying their supervisor's email address.

I'll bring it up to the team and see if we'd rather take a different approach.

Will keep you posted.

Thanks for the feedback.

0 0

replied on June 1, 2017

We approached this by using Active Directory with a match to our HR database to produce SQL tables that we could use to confirm information for current employees. The tables contain the employee information including employee supervisor as well as another table (keyed to the employee id same as the primary table) that contains the AD group information.

Although we do not have same process, it would look something like this using our tables:

Query employee ID and get employee supervisor w/supervisor ID & email address

Query supervisor ID against AD group table to confirm that he/she had membership in a Laserfiche group. (All our groups have a 'LF' preface to them to make them easily identifiable.)

You mentioned having too many approvers to show in a drop down. Another way to do this might be to put in the department name to limit the employee names shown to just those specific to the employee's department. But, this will show both supervisors and employees in the department.

Just another way we were able to accomplish getting employee specific information. Hope this is helpful.

1 0

You are not allowed to follow up in this post.

Question

Question

Check if user has valid Laserfiche license

Replies

Sign in to reply to this post.