Trustees
Interacting with trustees
There are several ways that a workflow can interact with Laserfiche and LDAP trustees. A workflow can
- Assign Laserfiche repository rights to a user or group. Learn more.
- Send an e-mail to a user or group. Learn more.
- Notify business process participants of pending work. Learn about sending e-mail notifications or providing instructions in the Laserfiche client applications.
- Route a Laserfiche entry to a user or group's folder. Learn more.
- Assign Workflow-specific permissions and access rights to a user or group. Learn more.
- Find a user or group and retrieve information associated with that user or group. Learn more.
- Set a user as an entry's owner. Learn more.
Using trustee properties
You can assign each trustee specific properties so that when a workflow looks for a trustee based on one property, it can retrieve additional information about the trustee. By default, there are five trustee properties that you can assign values to.
- Display Name
- Email address
- Default Folder
- First Name
- Last Name
Tip: You can create additional, custom properties (advanced).
Example: A workflows routes a document to Jill. If you have specified Jill's properties, then, using tokens, you can easily configure the workflow to send the document directly to Jill's default folder and use Jill's display name in an e-mail notification.
Adding trustee directories
Workflow will only interact with Laserfiche or LDAP trustee directory if it appears in the Workflow Administration Console's Trustee Directories node.
- You can add a Laserfiche trustee directory by configuring a monitored repository in the Workflow Configuration Manager or the Repositories node of the Workflow Administration Console.
- You can add an LDAP trustee directory with the Trustee Directory Manager.
See also: