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Question

Question

Include More Detail in Action History When Saving to Laserfiche

asked on May 13, 2025

Just a request for additional future functionality.  We have a Form that functions essentially as a dashboard for a process.  It is started automatically, moves through the entire process (including email tasks) on timers & calling Workflow for updates, and has no user activities (approvals).  Thus when it saves into Laserfiche, it merely shows when it was started.

And while I realize there are not any user activities to show, it would be nice if we had the option to include other items in the Action History.  Specifically: email activities, reminder activities, and the Save to Laserfiche activity.  This isn't necessarily a requirement but would be nice to have the option to choose which details to include in the Action History so in this case, it would better show the process the form actually went through.

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Replies

replied on May 13, 2025

The feature request has been sent to team, thanks.

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replied on May 14, 2025

What do you use that information for?

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replied on May 14, 2025

Currently they are keeping these instances indefinitely in Forms but would like to start reducing how long completed instances are kept, to reduce their Forms database size.  However they need to be able to show when emails/reminders were sent (and to whom) in case of disputes. While I can write those into a field in the Form via Workflow, it appears more "official" when written into the Action History.  

There is a TON of data available in Monitoring for an instance.  So overall I see the need to be able to select which data to include in the Action History when saving to Laserfiche.  It could default to the current values but just give us more flexibility for those situations that require additional detail. 

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replied on December 22, 2025

Adding my 2 cents from a process I just went live with. There are workflows to both send data to an accounting system and then a few days later receive data back from it (queue for payment, confirmation that payment has been made). The Action History would be a lot more helpful with that included. In particular for our auditors.

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replied on April 30

Just wanted to check on the status of this request.

We are wanting to be able to show emails/reminders sent in the action history in Forms as well, not just when it is saved to Laserfiche.  In the example below there was an initial email sent between when it started and the first assignment that is not shown in the Action History. Additionally, it has been sending daily reminders for the current approval task and those are not shown in the action history. The customer would like to be able to see both of these types of emails in the action history.

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