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Question

Favorite and most useful workflows/forms you've built to help you do your job

asked on December 16, 2021

Hello all,

Most of us spend a lot of time developing forms/workflows for others to make their jobs easier. It got me thinking, what have you built to make your jobs easier? As a Laserfiche Admin at my job, I am starting to think of ways how I can use these tools to my advantage.

Any projects you've always said you'd get to? Any success stories? Any ideas?

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Replies

replied on December 17, 2021 Show version history

I have a workflow that I use to create a list of email addresses for all of the registered users.  When I need to send out a global notification I run this workflow and it sends me a list (in the email body) of all of the current users' email addresses.  I can then copy and paste this list into the BCC field of my notification email.

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replied on August 14

This isn't technically a form/workflow but I have found that certain event viewer errors are red flags for issues with workflow and forms and have created a task scheduler event that triggers on when these events come up and run a PowerShell script to send our team an email with event details and common things to look for when troubleshooting.  Also handy for getting notifications that LFDS has more users trying to sync in from AD than we have licenses for them.  

I will post more detail if other people are interested but the code to send the email I just asked AI and the task scheduler process is easily created by right clicking on the event and choosing to create a task scheduler event. 

Last bit of advice build in a delay to keep the script running for 5 minutes after the first trigger.  That way you don't get buried with repetitive emails.  Task scheduler default is not to trigger again as long as the script is running.

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replied on December 17, 2021

Whenever I need to guess how much time a workflow is going to run (based off of the number of documents it has to process), I use a "Search Repository" task to query the parent folder with {LF:Name="*", Type="DS"} & {LF:LOOKIN="(parent folder)".  Then I click on the "Test Search Query" to get a count of the number of documents.  I can then narrow the parent folder to reduce the number of documents.

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replied on December 28, 2021

I realized I had a bunch of reports I was running monthly, and re-built them all as workflows that generate emails.  The results all come from various database queries and searches, from 4 different databases, but I can access them all from Workflow.  I have the workflow cycle through each result, it determines if the iteration of the loop is even or odd and creates a line of HTML code that includes colors (that's why the even and odd are different, since there are different colors for the two) - basically I'm building the row of a HTML table for each result, and adding that to a multi-value token.  Then at the end, it creates an email that starts and ends the HTML table, putting the token with the rows into the body of the table.  The end result is that I get my query results as a pretty HTML table in an email, automatically on whatever schedule I need it.

Note - you should probably edit this and change it from the question post to a discussion post. wink

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replied on March 6, 2024

Do you have instructions on how you did this?

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replied on March 6, 2024

Actually, I have an example of how I did this (from a LFForms table instead of from a database query - but the process is very similar) that I have submitted to the Solution Marketplace.  Unfortunately, it isn't live in the marketplace yet. 

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