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Connecting SQL Database to Laserfiche Cloud Workflows

Forms Laserfiche Cloud Workflow Version 12 How To
Updated July 13
asked on June 23 • Show version history

Hi Everyone,

I have a quick question regarding Laserfiche Cloud. In our on-premise setup, many of our business processes and workflows rely heavily on SQL database connections for lookups and data integration. As we explore moving some of these workflows to the cloud, I'm wondering:

Is there a supported method to connect a SQL database to Laserfiche Cloud workflows or forms?

Any guidance, best practices, or alternative approaches for handling data lookups in the cloud environment would be greatly appreciated.

Thanks in advance for your help!

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replied on June 24

Rafael,

We will be releasing a new feature very soon that will enable direct connections to SQL Server from Cloud without using Remote Agent.  This feature will also enable you to use these connections from Forms (which currently isn't possible).  We expect to release this feature in the August/September timeframe.

Andrew

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replied on June 24 • Show version history

Short answer:

1. Yes for Workflow.

2. No for Forms.

However, direct connections are coming soon and will hopefully fill that gap. 

 

Long Answer: 

Yes, You can use the Remote Agent to connect to local databases:

 and perform lookups into Workflow using a rule that references the data query configured:

 Forms does not see data query connections in the lookup Rules:

So you won't be able to configure that lookup.

To set up a Laserfiche Remote Agent to connect to a SQL database, follow these steps:

1. Install and Configure the Remote Agent by:

  1. Access Process Automation: Navigate to the Integrations page in Laserfiche Cloud.

  2. Create a Remote Agent:

    • Click Remote Agents in the left pane.

    • Click New to create a new remote agent.

    • Enter a name and description for your remote agent.

    • Click Create.

  3. Configure the Remote Agent:

    • On the configuration page, create queues and add the Data Query plugin.

    • Create workers that will perform the data queries.

    • Ensure the workers are installed on machines within your network that can access the SQL database.(doc.laserfiche.com)

Note: Ensure you are using remote agent workers that are version 11.7.2405.42009 or higher. (doc.laserfiche.com)

2. Create and Configure the Data Source

  1. Access Data Sources: In Process Automation, select Data Sources and click New.

  2. Define the Data Source:

    • Enter a name for the data source.

    • Optionally, add a description.

    • Select Microsoft SQL Server as the database type.

    • Choose the remote agent you configured earlier.

  3. Specify Connection Details:

    • Enter the server name (e.g., servername\instance or IP address).

    • Specify the port number (default is 1433 for SQL Server).

    • Provide the database name.

    • Enter authentication details (username and password).

  4. Verify and Create:

Note: If connecting to a named SQL Server instance, ensure the correct port is specified or leave the port field empty to use the SQL Server Browser service. (answers.laserfiche.com)

3. Utilize the Data Source in Processes

Note: Remote agents operate by pulling work from a queue in the cloud. Therefore, they are not suitable for real-time data lookups in forms. For scenarios requiring real-time data access, consider alternative approaches. (answers.laserfiche.com)

Additional Considerations

  • Multiple Data Sources: A single remote agent can service multiple data sources, provided it has the necessary permissions and network access to each database. (answers.laserfiche.com)

  • Large Databases: When dealing with large databases or those with numerous tables, the verification process might time out. Creating a smaller subset of the database with only the necessary tables can help mitigate this issue. (answers.laserfiche.com)

  • Security: Ensure that the remote agent has the appropriate permissions to access the SQL database and that all communications are secured as per your organization's policies.

 

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A way using csv file and Rules

asked on June 25

Is it possible to implement a series counter in Laserfiche Cloud using only a CSV file and rules—without relying on custom scripts or external systems?

For example, I’d like the starting value to be 001, and after each form submission, the next form should automatically use the next number in the series (e.g., 002, 003, and so on).

Any insights or recommended best practices would be greatly appreciated. Thank you!



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View 3 previous replies
replied on June 25

My suggestion would be to use a Data Management table to maintain your current value of the counter:

and have a workflow increment that counter after each submission and then update the counter.

 

 

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replied on June 25

how about after that workflow, how do I output the incremented number in the field of forms?

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replied on June 25

If you need/want it to be displayed in forms, you could pass it back to the form as an Output Parameter in the workflow.

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replied on June 27

I have here my workflow and the parameters, how do I show it to the field in forms?


This is the parameters in process flow:

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replied on June 27

Which parameter is your incremented number?

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replied on June 27

the starting parameter is varRefSeries, this is the flow

varRefSeries - workflow (add value to the field) then it will be reflected on the next form which is the HiddenSeries

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