Question

Conditional Template Fields

Laserfiche

Updated October 9, 2014

asked on October 8, 2014

I don't know if this is even possible. We've list fields created for Department and Department Approver. Is there any way to limit who shows up under Department Approver based on which Department is chosen? I want to prevent certain users from being selected as options for departments that they're not part of. Right now if a user is filling out a template and chooses Finance for the Department, they can choose any user under the Department Approver list, regardless if they're part of the Finance Department. I'd like the Department Approvers list to dynamically change based on which department is chosen.

Thanks,
Michael

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Answer

SELECTED ANSWER

replied on October 9, 2014

Sounds like a Lf security issue. You'll need the 'Manage External Tables' privilege in order to register external tables. www.laserfiche.com/support/webhelp/Laserfiche/9.2/en-US/AdminGuide/LFAdmin.htm#Manage_External_Table.htm has more information.

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Replies

replied on October 8, 2014 • Show version history

Yes, you can definitely do this! They're called Dynamic Fields in Laserfiche, and allow you to set up a hierarchy so that the item a user chooses in one field constrains what they can choose in the next field. You'll need to set up a database table to define which approvers are associated with which department, but you can do that fairly quickly using a spreadsheet if you want.

You can learn more about how to set it up in the help here:

http://www.laserfiche.com/support/webhelp/Laserfiche/9.2/en-US/AdminGuide/LFAdmin.htm#Dynamic_Fields.htm (and the pages within that section)

That help is for 9.2, but they're supported in everything from 8.3 and on, and those instructions should work fine for anything 8.3 or later.

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replied on October 9, 2014

Thank you very much! I'll give it a try.

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replied on October 9, 2014

I successfully created the necessary table in SQL. However, when I try to register an external table via the Action menu, there is no option available to Register New External Table. If I right click in the External Tables window and select properties, the External Tables Properties window pops up, but the fields are ghosted and I can't enter any data. If I click OK, I get an Access Denied [9013] error message with the following details:

Error Code: 9013
Error Message: Access denied. [9013]

------------ Technical Details ------------

LFSO:
    Additional Details:
        HRESULT: 0xc0042335 (LFSession::ProcessResponse, LFSession.cpp:3753)
         (LFSO/9.0.3.777)
LFAdmin.dll (9.0.2.671):
    Call Stack: (Current)
        CExternalTable1PropPage::OnApply
    Call History:
        CExternalTable1PropPage::OnInitDialog
        CExternalTable1PropPage::OnApply

Any suggestions?

Thanks,
Michael

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SELECTED ANSWER

replied on October 9, 2014

1 0

replied on October 9, 2014

Yep, that was it. Thanks very much for your help!

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Conditional Template Fields

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