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Question

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 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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