Business Processes

Business processes are created in Laserfiche Workflow and can automatically route entries, sync with databases, send emails, apply metadata, and much more. Business processes can be manually started in the Laserfiche app and will record information about their progress, who interacted with entries in the process, and what needs to happen next.

Learn more about Business Process in the Laserfiche Administration Guide

To view Business Process Details

1. Swipe left on the entry, then press Processes. If the document you want to view details about is already open, press the More Options button, then Processes.
2. The details for the most recently active business process instance will be displayed. To view the details from a different business process instance, press the drop-down menu and select a different instance. Business process details show you information about the current status, any step instructions, and the history of the business process.



3. Optional: Press the refresh button to see any updates to the Business Process Details that have occurred while you were on this screen.

To start a business process on one or more entries

1. Press the check boxes next to the entries you want to run a business process on, press the More Options button, then press Processes. Or, swipe left on an entry, then press Processes. If the document you want to start a business process on is already open, press the More Options button, then press Processes.
2. In the top right, press the start business process button .
3. Press the business process you want to run.

Note: Business processes that cannot be run on the selected entries or that you do not have the rights to run on the selected entries will be grayed out.

4. Read the description (if any) and press Start Business Process.



5. Press OK to run the process or Cancel to return to the list of business processes.
6. Press the close button in the top left to return to the Business Process Details. Press the close button again to close the Business Process page.

To make a business process a favorite

If you run a particular business process frequently, you may want to mark it as a favorite. Your favorite business processes will appear at the top of the list of business processes and will have a yellow star next to them.

• In the list of business processes to start, press the star next to any business process you want to appear on your favorite list. Press the star again to remove the business process from the list of favorites.

Tip: You can add a business process to your favorites even if it is grayed out.