Question

Workflow (business process) popup boxes

Workflow

Updated September 2, 2015

asked on August 26, 2015

Hi,

are there any plans to add popup box functionality to Workflow?

We have a client who just implemented RME and their unique requirements doesn't allow them to exactly follow RME best practices, where WF moves documents to records folders and creates shortcuts as soon as a new document is created in the repository. Instead, they have a 'Send To RMS' business process where, when the Records Manager decides a document is ready to be moved to the RM folder structure, he selects it, add two fields called 'Cutoff Year' and 'Retention Period', then runs the 'Send To RMS' business process. The two individual fields determine where the documents will go in the RM folder structure. We have added exception handling in the business process, where, if the two fields are not added prior to running 'Send To RMS', then the business process does not run. I would like to add a popup box notifying the Records Manager that the documents were not moved and that he needs to add the two fields prior to running the business process.

I know we can do this with an SDK script, and we're currently working on developing it, but I wanted to know if there are any future plans by Laserfiche to add popup box functionality. Additionally, does anyone know of a script that allows for popups.

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replied on August 26, 2015

There are no plans to add pop-up notifications to Workflow. We are looking into adding notifications to the Laserfiche products, but it's not going to be released in the near future.

In your case, it sounds like metadata requirements in the business process rule would be the way to go. You can customize the error message presented to the user so they would get immediate feedback when they try to start it. the business process. It would also be better for the performance of the Workflow Server since the business process wouldn't be starting at all when conditions are not met (rather than the current case where it starts, checks conditions and ends when the conditions are not satisfied).

You can't script pop-up notifications in Workflow since the service would run on the server and have no access to the users' machines. See this post where Ben Birns outlines a possible alternative.

Can you explain why pop-ups are preferable over email notifications, please?

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replied on September 2, 2015

The metadata requirements messages will work perfectly. Thank you!

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replied on August 26, 2015

The closest thing I can think of is to have a Laserfiche Form Process present a form to a user via email and have the information entered there. This would require integrating a workflow to post into forms which is coming in out of the box activities with the next version of workflow soon. https://answers.laserfiche.com/questions/77330/HOW-TO-Launch-a-Forms-Business-Process-via-Workflow

Otherwise, using the SDK to present pop-ups to the user would have to be client side using client automation and wouldn't be using workflow at all as all workflows are executed on the workflow server.

Miruna Babatie / Laserfiche 12947 • replied on May 22, 2014 • Edited

Miruna Babatie / Laserfiche 12947 • edited on May 22, 2014

No, because Workflow runs on a server and any message boxes you have on the script would be popping up on the server (where most likely nobody is actually logged into a user session). Workflow can notify users through email or through the user of business processes.

https://answers.laserfiche.com/questions/56492/How-can-I-display-a-message-to-the-user-during-a-workflow

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