Create Link

This activity creates a document relationship link between two or more Laserfiche entries. Learn more about document relationships.

How does this activity look in the Designer Pane?

See a video of a workflow that uses this activity

To add this activity to a workflow definition

• Drag it from the Toolbox Pane and drop it in the Designer Pane.

To configure this activity

Select the activity in the Designer Pane to configure the following property boxes in the Properties Pane.

See the following options:

• Activity Name

  Once added to a workflow definition, the default name of an activity can be changed. Providing a custom name for an activity helps you remember the role it plays.

  To name an activity

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Name in the Properties Pane, replace the default name.

  

  Note: Activity names cannot be the same as any other activity name in the workflow, they cannot be the same as the workflow's name, they must be less than 100 characters, they must contain at least one alphanumeric character, they cannot be "Name," and they cannot be the same as the activity's runtime type (which is usually only an issue with custom activities).

• Activity Description

  Use the Activity Description to provide descriptive text to help you remember the role that the activity plays in the workflow. All activities contain a default description that you can modify while constructing your workflow.

  To modify an activity description

  1. Add an activity to your workflow by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
  2. Select the activity in the Designer Pane.
  3. Under Activity Description in the Properties Pane, replace the default description.

  

• Link Settings

  This property box determines which entries will be linked with the Create Link activity and what their document relationship will be.

  Note: You can only create links to eight items with this activity. Those items can be single entries or a group of entries returned by the Find Entries or Search Repository activities. For example, if the folder Meeting Minutes has a hundred entries and you use a Find Entries activity to find all entries in that folder, the Output Entries for that Find Entries activity would be one item even though it contains 100 entries.

  To configure Link Settings

  1. Add the Create Link 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 Link Settings in the Properties Pane, configure the following settings to choose which documents to link together and to define their relationship.

  

  4. Source Entry: Click Select to choose the entry you want to link to another entry. Choose an entry from the Select Entry dialog box.
  5. Relationship: Use the drop-down menu to define the type of document relationship for the entries. More information.
  6. Target Entry: Click Add to choose the entries you want to link to the Source Entry. Choose an entry from the Select Entry dialog box.
  7. Optional: Click Add again to link more than one Target Entry to the Source Entry.
  8. Optional: Click Remove to remove a Target Entry from the document relationship.
  9. Select Warn if link already exists to report a warning in the Messages Tab of the instance details if the activity tries to link two entries that already have the specified relationship.

Note: If you have more than one connection profile for your workflow definition, the Connection Profile property box lets you specify which connection profile this activity will use.