Question

Dynamically Assign Participant LIcense in LFDS & Forms

Forms Workflow Directory Server

Updated October 3, 2022

asked on October 1, 2018

We have a need to be able to have a form dynamically assign a license to an account in LFDS & Forms without waiting for both to sync to AD. The process is that anyone can submit a form but they only have X amount of Participant Licenses. Right now we have the form

Look to see if the approver we are routing to has a license
If not, put in IT queue to add them to the AD group, sync LFDS, and then sync Forms

What we would like is to be able to have the form:

Look to see if the approver we are routing to has a license
If not, email IT to put them in appropriate AD group so when it syncs they keep the license
Update LFDS to grant the user a participant license
Update Forms to see the participant license granted in LFDS

The issues with waiting for the sync is that it can take awhile which is a problem if this is a rush approval, and we can't speed up the sync as it is already syncing 25,000+ users. Anyone know how to use Workflow to assign a license in LFDS and Forms without the full sync?

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Replies

replied on March 11, 2019

The process below might work. You could use a workflow for your first step to check the LFDS database and verify whether the approver already has a license and is in the Forms LFDS group. If they are, assign a user task to that user. If the user doesn't have a license, I would give the IT team a task in Forms (not shown below) to put them in the appropriate AD group. That way the process won't continue on until after IT has put the user in the correct AD group. Once that is done, you can request LMO documentation from Laserfiche support to write a script for user license management. This script would take the newly added AD user in LFDS and get them licensed and moved into the Forms group. Finally, you'd need to add a timer catch event to wait until after the nightly sync, or add a user task to manually sync Forms users before the process continues on. Once the manual sync has taken place, the IT/admin user that task is assigned to would submit the form to complete the task and the approver should be ready for their user task.

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replied on March 12, 2019

Thanks. That is the process we are using. I am hoping there is an automated way to assign licenses dynamically without human intervention as we have some customers with 10,000, 25,000, & 50,000 participant licenses that they do not want to have to maintain who gets one.

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replied on October 9, 2018

I guess no one else has found a way to do this. Laserfiche, is there a way to dynamically grant someone a participant license in LFDS & Forms via Workflow?

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replied on October 3, 2022 • Show version history

Hey Laserfiche!! Any news on this front? It would really come in handy.

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Dynamically Assign Participant LIcense in LFDS & Forms

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