Hi All
Is there any way to prevent users from saving a document in Laserfiche without assigning a template?
Thanks
Yes, when you create a rule it will actually monitor the entire repository (or all connected repositories) by default unless you define rules to only trigger when the document is in the target repository and the path contains specific values.
Another thing you can do is include/exclude certain users/groups from the rule, for example you could tell it to ignore anything created by the Workflow user account or only trigger on documents created by users who belong to a specific group.
It should look something like this:
You could also add a second condition for Entry Changed to detect if someone saves changes on an existing document without a template assigned.
You definitely want to exclude the Workflow user account from rules like this to avoid any headaches as you start building in more Workflow processes.
I don't think you can, but you could create a workflow rule to detect and track any time a document is created/saved without a template.
Hi Jason,
Thanks for the quick input.
The idea of creating a workflow will work fine if we worry about only one folder. In our case, a new document can be saved in any of hundreds of folders in the repository.
Can we monitor entire Repository using a single workflow?
Thanks
Yes, when you create a rule it will actually monitor the entire repository (or all connected repositories) by default unless you define rules to only trigger when the document is in the target repository and the path contains specific values.
Another thing you can do is include/exclude certain users/groups from the rule, for example you could tell it to ignore anything created by the Workflow user account or only trigger on documents created by users who belong to a specific group.
It should look something like this:
You could also add a second condition for Entry Changed to detect if someone saves changes on an existing document without a template assigned.
You definitely want to exclude the Workflow user account from rules like this to avoid any headaches as you start building in more Workflow processes.
Thanks!!