Laserfiche Forms - Assigning Laserfiche User from a Drop Down field

replied on May 23, 2016

If you are using Laserfiche user accounts (as opposed to Windows accounts), you can create a database view that gets a list of all Laserfiche users in a particular group, such as the Managers group. Below is an example:

CREATE VIEW [dbo].[managers]
AS
SELECT *
FROM
	(SELECT trustee.trustee_id, trustee.trustee_name FROM trustee) t1
	INNER JOIN 
	(SELECT * FROM grouplist WHERE group_id = 'X') t2
	ON t1.trustee_id = t2.member_id
GO

Replace the X in group_id with your own. You can find the group_id in the dbo.trustees table. It's the trustee_id of the row where the trustee_name is the group name.

Once you create the view, you can hook it up to your dropdown field using a Lookup Rule.

This approach works very well because your dropdown list will automatically get updated as you add/remove managers to/from the Laserfiche group in your repository.

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replied on November 29, 2016

Do you know if there is a way to do this for windows accounts ?

0 0

replied on December 1, 2016

I have figured out a way. I am using the laserfiche forms DB as data source and using lookup rules to query the cf_users table. works well :)

0 0

replied on March 10, 2017

I was looking for a way to do this as well. I created a stored procedure that pulls most of the info from the main Laserfiche DB, while pulling the display names from the Forms DB if required. Here's the stored procedure I used (be sure to supplement the database names and Laserfiche group names):

CREATE PROCEDURE usp_getManagers
AS 
BEGIN
SELECT ac.account_name AS Account, u.displayname AS Name FROM [LF DB].dbo.trustee t
INNER JOIN [LF DB].dbo.trusted_group tg ON tg.trustee_id = t.trustee_id
INNER JOIN [LF DB].dbo.account_cache ac ON ac.account_sid = tg.sid
INNER JOIN [FORMS DB].dbo.cf_users u ON ac.account_name = u.username
WHERE trustee_name IN ('Managers', 'Directors', 'Other groups')
ORDER BY u.displayname;
END;

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Laserfiche Forms - Assigning Laserfiche User from a Drop Down field

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