We would like to use the Client Automation Tools such that double-clicking documents with a certain template or field value launches a custom process instead of opening them in the Document Viewer. Is this possible?
Discussion
Discussion
Client Automation Tools: Can double-clicking a document launch a custom process?
This is not currently possible, you will need to use a custom toolbar button.
Understood. Can we add it as a feature request? I can provide a detailed use case at the conference.
We have received this request before, I'd like to hear your use case.
We have certain documents that are basically representations of "tasks" for users to perform. When double-clicked, we want it to launch a Laserfiche Form corresponding to that task. Right now users have to select the document first and then click our custom toolbar button, but only for tasks. Other types of documents are opened by double-clicking. From a user experience perspective, this throws off a lot of people, especially non-technical users. That's why we need a way for the Laserfiche Client to detect if the document being double-clicked on has a certain template or field value, and decide how to respond to the double-click based on that.
I see the usefulness but the complexity for such a feature could be a problem. I think the solution would be a custom context menu item (next to Pages/View Electronic File/Edit Electronic file) that calls an exe you specify the same way that a custom toolbar button would. This would allow you to decide how to open the document (or abort and allow the client to open it in the normal way). I filed an enhancement request to look into it more (SCR 138637).
Would we be able to then assign that context menu item as the default for documents with a specific template? The Client already contains similar logic:
So a fourth option could be added here that has a list of rules, like "open documents with template <My Template> with: MyApp.exe"
Possibly, although that sounds like too big of a change to the client unless it is part of a larger feature set.
Sign in to reply to this post.
- Posted December 20, 2015
- Updated December 21, 2015
- 148 views