Question

Invoking workflow directly from QuickFields

Workflow Quick Fields Laserfiche Version 9

Updated January 11, 2016

asked on January 11, 2016

Hi all,

I have used QuickFields for extraction of values on invoice documents. I have a metadata field 'Invoice Date' and I did a field validation using C# which will prompt a message box in the case the Invoice Date is greater than the today's date before the document is stored in LF repository. I have also done a workflow which is retrieving for values which is greater than today's date and then moving these entries to an Unsorted folder. The workflow is being launched manually and no starting rule has been configured.

Is there any possible solution for invoking the workflow directly from QuickFields?

Thanks to advise.

Kind Regards,

Sheila

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Replies

replied on January 11, 2016

Hi Sheila

Use the option "Run Workflow" (Quick Fields 9), the Run Workflow tab enables you to specify whether or not to start a workflow on processed documents after they are sent to the repository.

To enable this option, select Run a workflow on the document after storing.

Workflow Server: Enter the name of the Workflow Server that is hosting the workflow you want to start. The Workflow Server must have the Workflow Web Service running and accessible by Quick Fields in order for workflows to be started.
Workflow: Once you have defined the Workflow Server, a list of workflows published to that Workflow Server will be displayed in the drop-down menu. Select the workflow you want to start.

If the workflow selected has input parameters, these parameters will be displayed below the selected workflow. If a default value was configured in Workflow for a parameter, that value will automatically be set next to the parameter in this tab. If there is no default value, the value will say <Blank>. In either case, you can edit the value using static text or tokens.

Best regards,

Marco.

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replied on January 11, 2016

It sounds like you want to run Workflow to collect documents to be scanned by Quick Fields. Quick Fields can't use a workflow in its scan engine. But you can set the workflow to start on a schedule and move documents to the Unprocessed folder before the Quick Fields session is run.

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Invoking workflow directly from QuickFields

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