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Feature Request - Business Process Details in WebLink

Workflow WebLink Business Processes Ideas
Updated March 22, 2017
posted on November 17, 2015

Our organization leverages Workflow Business Process Steps to coach users along with instructions and track task history with resolutions. It would be great if WebLink users could also see the business process details to help them understand how to complete their tasks or perform research with access to the business process details. Is this something Laserfiche is considering adding to WebLink in the future?

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replied on March 22, 2017

Another use case, I have a workflow that is a business process within LF. It allows the user to start a process, provide a "Project Number" which then searches and gathers all records associated with that project number and emails it to them. Great way to do reporting for users. It's not available in WebLink 9.

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replied on December 4, 2015

In one use-case I store a clickable URL in the Weblink metadata pane that takes the user to a Laserfiche form that they have to submit. At another stage the WebLink user downloads a third-party PDF file to a network directory and QuickFields processes it to advance the business process. The users have to be trained to know do these steps because the business process details aren't available in WebLink. If the Business Process Details were available in WebLink I could provide the instructions to the user in real-time.

The examples above are a few ways that I have found that a read-only Laserfiche user still can impact a process using Laserfiche applications. They could also have any number of tasks to perform that have nothing to do with Laserfiche products but are still relevant to the business process.

I hope that helps. Please let me know if you have more questions.

replied on November 17, 2015

Can you expand on how these users would be participating in the business processes, given that they are read-only?

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replied on December 4, 2015

In one use-case I store a clickable URL in the Weblink metadata pane that takes the user to a Laserfiche form that they have to submit. At another stage the WebLink user downloads a third-party PDF file to a network directory and QuickFields processes it to advance the business process. The users have to be trained to know do these steps because the business process details aren't available in WebLink. If the Business Process Details were available in WebLink I could provide the instructions to the user in real-time.

The examples above are a few ways that I have found that a read-only Laserfiche user still can impact a process using Laserfiche applications. They could also have any number of tasks to perform that have nothing to do with Laserfiche products but are still relevant to the business process.

I hope that helps. Please let me know if you have more questions.

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