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Question

Question

Change the behavior in client operations / Add new menus, actions (right click)...

asked on July 30, 2014

In LF client we have the option to export a document and send it through outlook. It opens a new message window, with attachments, etc, that is great!... is there a way to modify this functionality (API?) and send template fields to fill the subject or message automatically...? not adding a workflow, we need it but with the normal procedure with right click export..., is there a way to change the behavior or adding new actions to the menus in the client...?

 

 

 

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Replies

replied on August 4, 2014

The right-click menu in the Laserfiche Client cannot be customized at this time. The best way to add this functionality is to add a button to the toolbar. Custom buttons that perform complex operations like the one you're describing can be added to the toolbar using the Client Automation Tools library found in the Laserfiche SDK. We don't have any specific examples of an integration like this, but the SDK documentation has examples of custom buttons and toolbars.

 

If you do not want to create your own custom integration, Workflow would be the other option. You can create a business process that emails a document upon clicking a button on the toolbar. Workflow has the capability to auto-populate fields and attach documents. This would achieve the kind of ease-of-use the right-click drop down provides. 

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