Workflow lets you build repeatable patterns of activity, called a workflow definition. Each action in a pattern can be completely automated and easily configured, these actions are called activities. The following diagram shows an example of a repeatable pattern that you can build:
This workflow will:
- Assign tags to a Laserfiche document.
- Add a sticky note to the document.
- Rename the document.
- Route the document to a specific person.
Overview of business processes in Workflow
Business processes, like workflows, are a repeatable pattern of activity. These activities, however, are supplemented with extensive reporting features and starting abilities. The following diagram shows an example of a business process:
This business process will:
- Assign a tag to a Laserfiche document.
- Add a sticky note to the document.
- Updates the business process reporting details.
- Rename the document.
- Reports the business process step in the details and lists step instructions.
- Route the document to a specific person.
Note: The Business Process Step contains the Route Entry to User activity. This means that step instructions will tell the user what to do with the entry being routed to him/her.
Learn more about the difference between workflows and business processes.
Learn more about using Workflow.
Free Training: View the Getting Started with Laserfiche Workflow Designer guide on Aspire.