Hi, is there a way that the Workflow user can input an employee name to retrieve documents for that person?
Thanks,
It could be done using a simple form that kicks off a workflow process. The name of the employee could be entered into the form, the form submitted and the employee name passed to workflow via "Retrieve Business Process Variables". The workflow could search the repository for documents based on that name.
Maybe also could be a business process launched from within the repository using metadata from a document or folder that included the employee name.
Laserfiche is awesome, and provides the tools, add the imagination and have fun!
Maybe you can describe your scenario and desired flow to help understand what you're trying to achieve? We seem to have a bit of a terminology barrier here as Workflow does not prompt users for entries, it just reacts to their actions in the repository. It might be easier to start with the problem you are trying to solve and we'll walk you through "translating" it into Laserfiche.
Hello Kristine,
Thank you for your reply. I looked into this further and saw a suggestion to use a “Prompt for Entry” activity, but I couldn’t find it among the available Workflow 11 activities.
I thought this approach might be simpler compared to using forms.
Please let me know if I’m missing something.
Hello Cambiz,
Your question is a good one. Some ideas are below. (no laughing allowed)
Possibly create a new blank entry in an intake folder in the repository, and assign a special template to that blank document that contains the required metadata field of Employee Name. Enter the Employee Name. Close the metadata pane. The workflow could be set up to automatically run when a new document with a non blank employee name field arrived in the folder (or make the workflow a business process that could be manually launched)?
It would require data entry by the repository user, but Workflow could take it from there.
How do these requests come in? Is an email request recieved? If so, maybe some data extraction from an email saved to a sql table that workflow could query to get the employee name?