Question

Ability to Radio Buttons that change metadata.

Laserfiche Ideas

Updated November 3, 2014

asked on October 30, 2014

I'm using Laserfiche workflow for an Invoice Processing business process. Currently, to approve an invoice i have a List with Approve and Reject. Users select the approval from the list and save the document.

I'm looking to implement a button for Approve and Reject. Once the user clicks either button the metadata field would be updated, the document would be saved, and the document viewer would close.

Is this possible? How would one go about creating a button on the Metadata page?

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Answer

SELECTED ANSWER

replied on October 30, 2014 • Show version history

Hey Justin,

An alternative solution to this would be to create a business process that simply approves the document and changes the metadata. The builtin Workflow activities won't close the document viewer, but once the business process runs, you can close the window manually.

You can then add a button in the document viewer toolbar to run the business process on the selected document. Hopefully this workaround fits your solution!

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Replies

replied on October 30, 2014 • Show version history

Just straight off the top of my head, this is not something built into Laserfiche. You can however use the SDK to create little programs using the Client Automation Tools Libraries to help you do that, and then add buttons to the document viewer that initiate them. You would need to install those programs to each clients machine and set up the icons. You would also need the Runtime Environment libraries installed on each users machine to make use of that library on the machine.

The other option is if they have weblink and Forms, you can create an email that is sent, or an icon on the toolbar that brings them to a form with the document displayed in Weblink (so you can make it so they do not need to log in like webaccess would require). Then have an approve or reject button as the buttons at the bottom and you're done. That type of configuration is going through a bunch of hoops using additional products that makes it hard to justify the usefulness if everything else is happening inside the LF Client

EDIT:

Might have overthought this. You may be able to just create two tags. The user opens up the document and marks the proper tag, that tells Workflow to change the metadata field. You may even be able to use a business process icon in the toolbar for approval or rejection, but i think you'd be adding a lot of clicks then.

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replied on October 30, 2014 • Show version history

The Business Process button works, but I was wondering if its possible to expand on it slightly to really perfect the idea.

In the Custom Toolbar Buttons section. Is it possible to Call Save -> Call the Business Process -> Call Close WIndow all from the same Icon?

If so, where can I find the Commands for the calls within Laserfiche? Would I have to write a custom call to combine all 3 or is there a separator for the Command Line shown below to use 3 separate command in order?

I like that i can use the Business process from the Main Laserfiche window without having to hit save and close on the document viewer. However if a user were to use the document viewer window, they could use the "All in one" button to kick off the workflow and close out the window.

This would also allow for customizing the Business Process button by using the custom Button to run the Business Process, since the Color Coded Business Process icons are quite utilitarian.

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replied on October 30, 2014

Hey Justin,

I think there may have been some confusion. In my original response, I said...

"The builtin Workflow activities won't close the document viewer, but once the business process runs, you can close the window manually."

(If this isn't what you originally saw, I edited my post after I got some feedback from a developer that stated that Workflow cannot close the document viewer on another specific user's computer).

The general idea is that you can have an "approved" business process button that contains a "assign field values" activity whose sole purpose is to update the metadata from pending to approved. You can have the alternate business process with the same set up, except it assigns the field to denied.

If closing the document viewer automatically is a necessary step, you may be able to get around this entirely by checking out the document preview pane. This allows you to see the document/metadata/thumbnails of a document without actually having to open it. This way you can run the business process from the client and never have to worry about closing the document viewer for approved or rejected documents.

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replied on November 3, 2014

I tested the business process buttons and they will work for me. And I understand that you cannot build the close window into the business process.

What I was asking is if you can combine the Keyboard Shortcuts into one button. For instance there is a Close window Keyboard shortcut, and there is a Save Keyboard shortcut. So I was asking if the commands which are called from hitting a keyboard shortcut are readily accessible. If so to expand on that idea, I was inquiring if you could combine the commands for Save -> Business Process -> Close window all into one Custom Button. (As shown in my screenshot, with functional names rather than the real command.)

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replied on November 3, 2014

Hey Justin,

That's not possible because there's no way for Laserfiche to know what order to perform the several actions tied to the same hotkey. An alternative would be to have something like CTRL+1, CTRL+2, CTRL+3 each set up to run a business process, save, and close respectively.

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replied on October 31, 2014

Hi Justin,

If your question has been answered, please let us know by clicking the "Mark this reply as the answer" button on the appropriate response.

If you still need assistance with this matter, just update this thread. Thanks!

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Ability to Radio Buttons that change metadata.

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