Question

Can we use sharepoint integration as a entry and output document point by external Customer ?

Workflow Web Client Laserfiche Version 9 Integrations

Updated May 20, 2019

asked on September 25, 2015

Hi guys and girls,

I have a Customer who has already invest a lot of money in their SharePoint and would like to use it as a external portal for his customers. to load and download drawing documents.

So his Customer could upload drawing documents to get trasert in laserfiche where their engineer can do some markup on them, and where a workflow could do some approbation workflow and all the internal processes are done save it back to Sahrepoint where his Customer could take them back by downloading them from the SharePoint access.

To upload a document they would like their Customer to be able to put some metadata in their SharePoint and laserfiche grab the files and their metadata to use them as laserfiche metadata to do some workflow with them.

I read that it seems possible to use it as an entry point to capture documents but I do not see how I also use it as an output transfer folder.

Does all this mean they will need to purchase a Laserfiche named user license for all of their customers that will have to load and download from the SharePoint portal?

Thanks

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Replies

replied on September 25, 2015

Our SharePoint integration has some pieces that could be relevant here.

"Send to Laserfiche" allows users to manually move a document from SharePoint to Laserfiche, using Laserfiche as a "Records Center". The typical use case for this is that collaboration is done in SP, and when the document is complete you move it to LF to take advantage of our Records Management functionality. You can leave the document in SP, delete it, or replace it with a link to it in Web Access. Viewing/downloading the document from Web Access requires the user to authenticate to Laserfiche.

Federated search allows SP to crawl a LF repository and present LF documents in the results of a search performed in SP. The search results link to Web Access, which again requires a connection.

There isn't any functionality for moving data from LF to SP, either moving documents or pushing changes from one system to another. Both products provide extensive APIs, so if this something you want to pursue it is possible.

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replied on October 19, 2015

Well what the Customer want is to allow their Customer to save a document in their SharePoint where Laserfiche can handle it and use it in a workflow process and afer several step of this workflow save it back to SharePoint where the same Customer could grab it back.

for their Customer the entry and ouput point of the document will be SharePoint and for internally process that will be laserfiche.

What does it need to make it work like the Customer would like?

does it requires licenses for all of their customers or we can use a single named user license to grab the document from SharePoint and save them back after the whole process is done?

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replied on October 19, 2015

I don't think there are licensing issues here - external users aren't using Laserfiche. But you (or someone) would have to write the code to move the documents into Laserfiche and then back to SharePoint at the end.

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replied on October 21, 2015

is it something that can be done with workflow script activity?

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replied on October 21, 2015

Not sure if Workflow would help here in any way since there Workflow can't listen for changes in SharePoint to start workflows. You'd need an SDK for SharePoint, and you could use it a a reference in a Workflow script if that's what you want.

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replied on July 16, 2018

I was wondering if anyone has faced this issue with LF and SP integration. We have set up a SP list where users upload their documents. They have the ability to use the "Send To" feature of SharePoint to move the file from SP to LF and leave a stub\pointer in SP for the file moved to LF. Everything works fine up to this point. The issue is when a file is deleted\expired in LF, the process deletes the file in LF, but the stub or pointer in SP is left behind. Does anyone know how to handle this issue? Information about this in here is lacking at best. :-(

Thanks,

-wp

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replied on July 16, 2018

In this case, it sounds like there is a Laserfiche event that Workflow could respond to. You would need to know what SP file the LF file was linked to and delete it using the SharePoint SDK.

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replied on May 20, 2019

Can we create a wf that runs daily to send certain documents to SP automatically?

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replied on May 20, 2019

None of our integrations simplify the task of pushing content from Laserfiche to SharePoint. You would need to write the code to call into the SharePoint API for that.

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replied on May 20, 2019

Ricardo,

If you decide not to code up a solution yourself then the SharePoint Export custom workflow activity from Qfiche will do what you are looking to do.

The SharePoint Export custom workflow activity will give your workflows the ability to export Laserfiche documents to a SharePoint library and optionally set the values for specified SharePoint document properties.

The SharePoint Export custom workflow activity is available for download at http://qfiche.com/products . All custom workflow activities from Qfiche are fully functional 30-day demos.

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replied on May 20, 2019

Thanks Cliff

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Can we use sharepoint integration as a entry and output document point by external Customer ?

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