Thanks Miruna

Let me try to explain my scenario in a very simple way. Imagine I have a “worker file” in the repository for each employee (for example Worker – John Doe.pdf), and in other folders I have the real evidence documents about the worker, such as contracts, trainings, evaluations, and so on. When I open John Doe’s file in the repository, I would like to see in one place the worker ID and a short “evidence / status” summary that says something like “this worker has valid evidence: last training on X date, current contract from Y date”, even though the actual documents live in other folders.

What I would really like to achieve is a simple interface where a user enters either the worker ID or the worker’s name and the system automatically loads all related information about that worker from Laserfiche: basic profile data plus this clear evidence/status summary, and ideally links or captions that point to the underlying evidence documents if someone needs to open them.

Given these constraints, I assume this should be driven by template fields, lookups and Workflow or Process Automation, rather than by editing the original Forms submissions. My question is: what would you recommend as the best-practice pattern in Laserfiche Cloud to build this kind of “worker search plus consolidated view of worker data and related evidence”, kept up to date automatically when new evidence documents are added?