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Question

Question

Email document list as a search result link to a Laserfiche search

asked on May 18, 2021

I want to set up a workflow that will automatically email individuals weekly with a search result list in Laserfiche. I want them to receive a link to a Search in Laserfiche where they can open and view the results as they wish. I don't want any attached documents in the email. 

Is there a way to create this in Workflow? I'm not sure how this can be down without attaching any documents. The search will be looking at the documents created in the "last week", so it'll constantly update. 

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Replies

replied on May 18, 2021

Hi Catherine-

Yes, you can iterate through your search results to put key info/metadata into an HTML table and then email it. Check out this Answers post for more info.

Regarding a search, assuming you're using the Web Client then yes, that's possible. Using the Generate Laserfiche Web Client URLs, you can create a link for a search using the Laserfiche search syntax. Side note (not sure if it's covered in the linked post), the Entry URLs option for the web links can be used to embed a link to each document in the report.

 

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