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Question

Question

Highlighting documents based on tags?

asked on October 1, 2014

Is there a way to highlight or call out documents based on a template value or security tag within a search result to make them very obvious to the end user?  I am not looking for text hit highlighting, but rather a way to differentiate by color based on a template FIELD or security tag.
 

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Replies

replied on October 2, 2014

You can set the color of templates themselves to make them stand out more but there's no way to tie a color to a tagged document. 

 

Personally, I think this would be a great enhancement! 

So here's a use case for laserfiche, since they love to know WHY they should add a feature laugh

 

 

Say you have a customer who already has a large number of templates in their system. Adding customized templates to indicate status by color would make the template list rather unwieldy. 

So instead, you might have a color be tied to an informational tag. So if you had a list of "unprocessed orders" you might be able to add the "Urgent" tag so that the order shows up in Red when viewing on the list. 

 

I can think of several past projects where they could have used this setup. I know I've been asked this question many times and I've always had to explain how we can only do that by templates. It'd be great to have another possible way to do this.

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replied on October 2, 2014

There currently is no way to do that. Jessica, how about creating saved searches for the user for the field value or tag?

Template colors were easy to implement because there would be no conflicts since each document can only have one template. If fields or tags were to apply colors to the document, how do you expect them to behave when different fields specify different colors?

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replied on October 2, 2014

Miruna,

 

That would make it more difficult. 

Anything I can think of would make administration more complex. The only thing I could think of is some sort of color property attached to the document/folder object itself. That way you could override the color applied by template if you wished. 

 

I do wish there was a way to visually indicate importance somehow. Something like the categories system in outlook, but not tied to a template only. Maybe have the option to create 1 list field named whatever you want that could be used with multiple templates? Make a global option to use that for colors instead of templates then allow the customer to rename the options, as long as it had a minimum of one choice? 

 

Of course if we had templates with dynamic fields(i.e. fields that are displayed/not displayed based on list values of other fields in the same document) then we wouldn't run into the issue of too many templates!  

 

That's the Sauron approach. One Template to rule them all.  laugh

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replied on October 2, 2014

Outlook only has one user, so that simplifies things. If there were rules for fields in Laserfiche, would you expect them to be repository-wide, per user, per folder or a combination of that?

You see how this sort of spins out of control fast. laugh But we're open to suggestions and this is where more use cases really help.

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replied on October 2, 2014 Show version history

Yes, I certainly see that!

 

I would think they would apply repository wide if you went with the "use this field for color instead of templates" option. 

 

But that got me thinking - what if we could say "use this field to determine color per Template". I'd say 90% of my installations never use more than one template per folder because everything in said folder might be an HR document. That's why I don't really use color much. We are trying to design systems that can be greatly expanded and having 10 templates a department can cause usability issues if you add in 10 other departments with people that need to see more than one department. (incidentally, this is the reason I think dynamically hiding/showing fields on a template would be a fantastic idea!)

 

So as a suggestion, how about having a color tied to a list field? You could optionally map a color to each option in that list field that would be tied to the color of the document.

And really, my main use case for this is to color code things that are "urgent", "fast","relatively soon", "whenever". I'm thinking things like order entry. We want to get on it right away if it's an order over a certain dollar amount or from a special client.

If I had the option of changing the colors based on a list field within the template used then I suspect I'd use it all the time making the system more friendly.  Using Invoices as an example I would generally use the same invoice template for every invoice but if I had a "status" field that changed the documents color I could now change documents to green if paid, to yellow if invoice sent, or to red if the invoice is overdue. I'm sure just thinking a minute or two you could think of other departments that would benefit from this too. So if you clicked into a customer's invoices folder you might have an array of shortcuts to link to invoices but at a glance you know which ones haven't been paid yet. Yes, you could look for "paid" in a field column but colors would make that data more stand out more, just like it does when you are looking at a spreadsheet. 

 

Right now I sometimes do this for clients by creating a "processing" folder with a subfolder under that marked urgent. I put shortcuts or the document in that folder if there is urgent issues waiting. I then run a workflow on a timer ever couple of minutes to see the count of that folder - if it's over 0 I put a template on it that turns the folder red, if it's 0 I remove the template or put one on that shows green. But this workaround is clunky and not instantaneous, plus it rarely updates the colors on the folder list on the left of the desktop client. (that's why I put it as a subfolder in whatever folder they constantly look at so it's more visible when it's red!) 

 

 

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replied on October 11, 2014

The client is searching for a case number, and then having to decide which of those search results to supply to a requestor.  Some of those results will be secured, designated by a tag.  Client is looking for a very easy way to display to the front desk person that the record is secured and should only be given to certain people.  Displaying the Tag Column would work, as would displaying the Column that drives assignment of the Tag.  They were just looking for something that would really stand out, like a bright color highlight.

 

As it is, I think we're going to have WF assign a security indicator to the document name so that it'll look immediately different from all other results.

Thanks!

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