Action Tab

This tab contains routing options for Laserfiche routing activities. It enables you to select the type of action that should be taken on the entry.

To open the Actions tab

1. Add a Laserfiche Routing activity to your Workflow Definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
2. Select the activity in the Designer Pane.
3. Under Routing Options in the Properties Pane, click the Move the entry icon to open the Actions tab of the Routing Activity Options dialog box.

To configure the Actions tab

1. Under Route the entry by, select how you want the entry routed.

   

   • Moving the entry relocates it.
   • Copying the entry duplicates it.
   • Creating a shortcut to it places a shortcut to the entry in the destination specified. Select Cleanup shortcut when finished for the shortcut to be deleted when the routing activity finishes.

   Note: You will get a warning message if you select to clean up a shortcut without specifying a wait condition in the Wait Condition tab. Without a wait condition, the shortcut will be deleted immediately after it is created.

2. Under Perform action on, select which entry this activity will run on.

   

   • Select Entry to perform this activity on the entry specified in the Entry property box.
   • Select Entry's parent folder to perform this activity on the folder that contains the entry specified in the Entry property box.
   • Select Folder _ levels up from entry to perform this activity on a folder that is a parent, but not the immediate parent, of the entry specified in the Entry property box. Enter the number of levels up the desired folder is. Give me an example.

   Example: The Finances folder contains the Tax Documents folder, and the Tax Documents folder contains the 2010 Taxes document. The Finances folder is a parent, but not an immediate parent, of the 2010 Taxes document. In this example, the Finances folder is two levels up from the 2010 Taxes document.

3. Under If the folder path does not exist, select what should happen if the folder path does not exist.

   

   • Select Create it to create a new folder path.
   • Select Create it and report a warning to create a new folder path and display a warning in the Search Results Pane after searching for the specific workflow instance.
   • Select Terminate the workflow to end the workflow if it cannot find the folder path. An error will also be displayed in the Search Results Pane after searching for the specific workflow instance.