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Question

How can I access the "initiator" token in a business process?

Laserfiche Workflow
Updated August 17, 2022
asked on August 16, 2022

I am trying to set a workflow that will send the entry to a certain folder to be reviewed again if certain criteria are not met based on the initiator of a business process. 

When I have tracked tokens in a workflow and investigated what happened afterward, I see there is an "initiator" token out there. How do I access that? I don't see it as an option anywhere in the workflow tools. I had a feeling it might be under "Find Entry" as a property, but it wasn't in the list. 

In this instance, I would send it to \Scanning-winkap\Items Needing Attention. 

If there is an easier alternative to access the initiator of a business process, let me know. "Last Modified By" and "Created By" aren't the right ones. 

Thanks. 

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Answer

SELECTED ANSWER
replied on August 17, 2022

Right, you need to click "Token Dialog" first.

The list of tokens is filtered to the more commonly used one and by the type of the field they appear next to. This is done to keep the list manageable as some workflows can have very large numbers of tokens. The Token Dialog lists all tokens without filtering.

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Replies

replied on August 16, 2022

"Initiator" is the user who started the workflow, it's not an entry property. You can access it from any Tokens menu by clicking on the Token Dialog option. It will be in the "Global" category.

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replied on August 17, 2022

I didn't see it in the global tokens. Any reason why not? 

However, I was able to access it simply by typing it in as %(Initiator) and it worked. I would expect I would be able to do the same with any of the tokens that are available under the tokens tab when looking at what happened when a workflow executed., even if they are not in the list of available tokens, ones like these? 


 

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SELECTED ANSWER
replied on August 17, 2022

Right, you need to click "Token Dialog" first.

The list of tokens is filtered to the more commonly used one and by the type of the field they appear next to. This is done to keep the list manageable as some workflows can have very large numbers of tokens. The Token Dialog lists all tokens without filtering.

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