Users in Find Group Activity

asked on August 8, 2017

Good afternoon,

We have a Workflow that uses a "Find User" Activity to invoke a business process and assign the user a Task. We use this in conjunction with the "Invoke Business Process" Activity. Our setting looks like something in the screenshot below.

We are now planning on assigning the Task to more than one person and found out that only one person can be added to each "Find User" Activity.

I found out that there is a "Find Group" Activity, but I'm not sure how to refer to that group. I'm not even sure what the group should be. Should this be a "Team" in Laserfiche forms or in Repository or in LDAP?

As of now, I'm thinking in simply creating a Token and assigning multiple email addresses and run it in a For Each Value activity, since it's just about three people; but still will like to understand this "Find Group" more.

I was readying up on these two items below, but I'm still on how to move forward.

User case: https://www.laserfiche.com/ecmblog/tech-tip-workflow-8-3-preview-finding-and-using-information-about-users-in-a-group/

Manual: https://www.laserfiche.com/support/webhelp/workflow/9.0/en-us/content/resources/Activities/Find%20Group.htm

Thank you,

Raul Gonzalez

FindUser.PNG (5.55 KB)

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replied on August 8, 2017

Find Group pulls from the same location as find user. We control everything through Active Directory groups. I use the find group activity when I want to for example send an email to everyone in a specific group. Find Group will pull all the members of the group then I can do a For Each activity to send emails or put the name in a token or whatever I need to do.

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replied on August 8, 2017

Can I assign a Task to that specific group or do I have to loop thru the group, retrieve the users and assign it for each user?

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replied on August 8, 2017

I have not used it with Forms but I would figure that you would need to loop thru.

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replied on August 8, 2017

Thanks Jennifer, in that case I'll stick to using a Token and a For Each Value activity, since it's just a couple of users.

I can later experiment with pulling tokens from the Find Group Activity as well. I found this good reference on what can be pulled from it. https://www.laserfiche.com/support/webhelp/workflow/9.0/en-us/content/resources/Activities/Activity%20Tokens/Tokens%20for%20Find%20Group.htm

Thanks again,

Raul Gonzalez

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replied on August 8, 2017

The group in Find Group refers to either a Laserfiche group or Active Directory group, depending on the trustee provider specified in the activity. Forms cannot assign tasks to groups at this time.

Teams have to be defined in Forms and, at this time, they cannot be mapped to Active Directory groups. Find Group can't currently retrieve teams from Forms.

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replied on August 8, 2017

Thanks Miruna. How do I view the users in the Laserfiche group? I tried opening the Workflow Administrator Console and I see groups under External Objects-->Trustee Directories, but they are just server names.

I then tried under Security-->Permissions and Rights but got access denied. Is this something that someone with elevated privileges has to assist in?

Thank you,

Raul Gonzalez

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replied on August 8, 2017

Well, I found something under the Laserfiche 10 Administration Console. I'll give it a try.

groups.PNG (7.44 KB)

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replied on August 8, 2017

Trustee directories for Laserfiche repositories get created in Workflow when a repository is registered. They are named in the ServerName_RepositoryName format. You can search for users or groups in them and then open the object's properties. As you noticed, the best way to check a group's membership is through the Laserfiche (web or desktop) Admin Console.

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replied on August 8, 2017

Thanks Miruna, that clarifies things.

Thank you,

Raul Gonzalez

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