Hi team, a couple of small process improvements here regarding maintaining process health with proactive user maintenance in Laserfiche Forms.
As far as I can tell (and please someone show me a better way if this functionality already exists) it is not possible to quickly and/or easily off-board users from processes when they leave the organisation.
We have over 200 processes, and so when a user leaves the organisation it can be very painstaking to proactively find and update the processes they were a part of. Sometimes we may not be notified that the user has been terminated (probably more common in larger organisations, too).
My first suggestion would to be to add a "Find User Processes" button to the System Security view (as shown in the mock up below). Selecting a user and pressing "Find User Processes" would check:
- Email address being used as sender, to, cc, or bcc (eg. firstname.lastname@example.org)
- Username being used in User Task or Email Task (eg. RI\AZulu)
- Username being part of a Team
That way we could take action as necessary. So that alone would be a *huge* help in finding the "about to be a problem" processes.
A stretch on this feature would be the ability to search and replace.. but I get that is probably a little dangerous. So for now I'd be totally happy with just the ability to find all of the affected processes and manually update them in context accordingly.
So if we were going big picture here and perhaps, in an effort to build a "smarter" system, it would be amazing if it were possible to automatically and proactively notify the system administrators when a process contains invalid users or email addresses (with a report).
That's it for today. Thanks again for all of your awesome work.