Question

Opening a file directly by clicking a link in the email notification

Workflow Web Client Laserfiche Cloud

Updated June 27

asked on June 23

Hello, may I know what to do in my workflow or anything to be opening a file directly by clicking a file link sent through my email notification rather than leading me to a folder where the file is.

let me explain better.

I created a process to be routing document within some users, the users are getting email notification with a link that takes them to the file's location which is a folder rather than file itself. So instead for the link to be opening folder, I want it to be opening the specific file in the tab browser.

This will allow user to quickly navigate to file sent to them rather than searching a folder with multiple files.

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Answer

SELECTED ANSWER

replied on June 25

The design approach will depend on the use case, but in my opinion, this could be accomplished using a workflow and a tag, for example (e.g., Send Link via Email), to trigger the workflow when applied to documents.

Example workflow:

In the Find Entry workflow activity, make sure to select "Generate URLs to the document"

Then, in the email workflow activity, add the Find Entry - OutputEntry_WebAccessUrl using the token selector:

Lastly, remove the tag (Send VIA Email).

Good Luck.

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replied on June 26

Hi Troy,

I am happy to tell you that I am able to configure this following your recommended solution. Thank you. Please I will need further assistance from you in Laserfiche. Can I get your email?

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replied on June 26

Awesome!

I prefer to keep these types of discussions here on the Answers site.

It helps the community as a whole and provides you with a platform and exposure to countless other people who are just as excited about helping others with Laserfiche as I am.

God knows I've spent many hours trolling through posts over the years..

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replied on June 27

Alright. I am okay as well so far you will always help us

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Replies

replied on June 23

How are you setting the URL in your process notification?

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replied on June 24

Thank you. I copy the folder's URL and paste it like this;

<a href="https://app.laserfiche.com/laserfiche/browse.aspx?customerId=3*7***6**1#?id=1***42">%(Entry Name)</a>

I do this as I don't know how to do it for files as the URL might dynamic. Kindly assist. Thank you

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replied on June 26

browse.aspx will always open the folder browser. The document viewer would require that you use docview.aspx.

For ex,

https://app.laserfiche.com/laserfiche/DocView.aspx?repo=REPOIDHERE&customerId=CUSTOMERID&id=DOCUMENTID

will open a document directly. The parameter for customerId can be skipped.

Troy's example is the simpler approach because Workflow will take care of generating the correct URL for the entry type.

If you still want to build your own, the easiest way to get the correct URL is to right-click on a document in the repository and choose "Copy URL" from the context menu. Then you can replace the parameters with the corresponding ones for your document.

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replied on June 25

Thank you Troy, I will try this in my workflow and I will feedback.

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replied on June 26

@ anybody, I want to include in my workflow who has reviewed a document. I do not want many reviewers to be applying review stamp as this will cluster or crowd the document. How do i go about this?

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Opening a file directly by clicking a link in the email notification

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