Migration Issues and Resolutions

When you run the Laserfiche Cloud Migration Readiness Assessment Tool, any items that cannot be directly migrated from your self-hosted installation to Laserfiche Cloud, or that cannot be rebuilt exactly the same way in Laserfiche Cloud, will appear with a code next to them. The assessment tool provides a brief description of the item, but for more detailed instructions on how to migrate the self-hosted item to its Laserfiche Cloud equivalent, find the item code below.

LFMIG-1000

Starting workflows with Business Process Rules has no equivalent in Cloud at this time, but your process can be redesigned to achieve similar functionality.

In general, legacy Laserfiche Business Processes have been replaced by the current version of Business Processes in Laserfiche Cloud.

Preparing to Migrate

1. Make a note of the security set on the rule (which users are allowed to start the business process) and the requirements for the rule (what conditions need to be met for users to start the business process). These notes will be helpful when creating an alternative.
2. Determine if the workflow associated with the rule should be started based on a condition or schedule or if it should be started manually.
   • If it can be started based on a condition or schedule, create a condition or schedule starting event in Laserfiche Cloud.

     Example: A condition start event can monitor a specific folder and start the workflow when a user drags a document into that folder. This configuration is especially helpful if you need to run a workflow before a template is set on a document.

     Example: A condition start event can start a workflow when the metadata changes on a document such as setting a template or selecting "Start Process" from a field. To make starting a workflow based on a field change especially user friendly, you can use field display rules to hide all other fields until the "Start Process" field is set. Additionally, you can make the "Start Process" field a checkbox, drop-down, or radio button and include text instructions in the template. Learn more about creating templates.

   • If it needs to be started manually, Laserfiche Cloud offers a few options:
     • Create a business process that starts with a generic start event and contains a Workflow service task that starts the workflow. When users start the process, the workflow will automatically run.
     • Embed a form in a custom tab in the Repository Web Client. When users submit the form, a business process with a Workflow service task will start the workflow.
     • Create a Connector profile that uses the Start workflow action and that embeds a button in the application you want users to start the workflow from. After migration, update the profile to point to the migrated workflow.

After Migration

• If you created a condition or schedule starting event to start the workflow, edit the starting event to invoke the migrated workflow.
• If you created a business process to start the workflow, edit the Workflow service task to connect to the migrated workflow and publish the business process.
• If you created a Connector profile to start the workflow, edit the profile to connect to the migrated workflow and finish the profile wizard. Then deploy the profile to the users you want to be able to start the workflow.

LFMIG-1001

The Route Entry to Folder activity can be replaced in Laserfiche Cloud with the following activities (as needed). Ensure they are all acting on the same entry.

• Move Entry
• Assign Field Values
• Assign Tags
• Email
• Wait for Entry Change

You may want to put all these activities in a Sequence activity to keep this section of your workflow organized.

LFMIG-1002 & 1003

Route Entry to Group and Route Entry to User activities have no equivalent in Laserfiche Cloud at this time, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

Note the users and groups your workflow needs to interact with and what actions they need to take.

After Migration

Depending on what your routing activity does, you may need one or both of the following:

• Assign work to a user or team: If you need to assign a task to a user or group, you will need to create a team, form, and business process to assign the task in Laserfiche Cloud.
  1. If you are migrating a Route Entry to Group activity, ensure the group has been recreated as a team in Process Automation.
  2. Create a business process that assigns tasks to the user or team.
  3. In the business process's Process Details, select Allow this business process to be started by other processes so you can invoke this business process from the workflow.
  4. Then click View Parameters and define the business process's input and output parameters. For example, define separate input parameters for the entry's ID, URL, and assignee, and output parameters for any results the workflow needs.
  5. Optional: You can email the team a link to the routed entry with an Email Service task in the business process. To get the entry's link, add a Find Entry activity to your workflow to retrieve the entry's URL.
  6. Save, publish, and enable the business process.
  7. Add the Invoke Business Process to your workflow and select the business process you created.
  8. In the activity's Input values, select the parameters to pass to the business process and assign each one a value or workflow token. 
  9. If your workflow needs results from the business process, select Wait for the invoked process to finish running before continuing to run the current workflow, and then select the business process values the workflow needs. Only selected values are stored as tokens and available to the workflow.
  10. Find any activities that use the tokens created by the Route Entry to User or Route Entry to Group activities and update them to use the output parameters from the business process.
• Retrieve user-specific information: If you need to retrieve user information, such as users' managers or email addresses, you will need to create a lookup table with that information or use a pattern and tokens to build paths and email addresses.
  • Lookup table:
    1. Create a lookup table in Laserfiche Cloud that maps each user or team to its information (for example, destination folder path or email address). This table can be reused by multiple processes.
    2. Create a lookup table query that returns that information.
    3. Add a Run Rule activity to the workflow to retrieve information from the query.
    4. Find any activities that use the tokens created by the Route Entry to User or Route Entry to Group activities and update them to use the output from the Run Rule activity instead.
  • Standard pattern: If the information you need follows a consistent format, such as \Users\Accounting\First_Last, use an Assign Token Values activity to build paths or email addresses from the information you already have about the user, such as their name.

To replace additional actions

Depending on what your routing activity does, you may need one or both of the following:

• Assign a document-related task to a user or team: If you need to assign a task to a user or group, you will need to create a team, form, and business process to assign the task in Laserfiche Cloud.
  1. If you are migrating a Route Entry to Group activity, ensure the group has been recreated as a team in Process Automation.
  2. Create a business process that assigns tasks to the user or team.
  3. In the business process’s Process Details, select Allow this business process to be started by other processes so you can invoke this business process from the workflow.
  4. Then click View Parameters and define the business process’s input and output parameters. For example, define separate input parameters for the entry's ID, URL, and assignee, and output parameters for any results the workflow needs.
  5. Optional: You can email the team a link to the routed entry with an Email Service task in the business process. To get the entry's link, add a Find Entry activity to your workflow to retrieve the entry's URL.
  6. Save, publish, and enable the business process.
  7. Add the Invoke Business Process to your workflow and select the business process you created.
  8. In the activity's Input values, select the parameters to pass to the business process and assign each one a value or workflow token. 
  9. If your workflow needs results from the business process, select Wait for the invoked process to finish running before continuing to run the current workflow, and then select the business process values the workflow needs. Only selected values are stored as tokens and available to the workflow.
  10. Find any activities that use the tokens created by the Route Entry to User or Route Entry to Group activities and update them to use the output parameters from the business process.
• Retrieve user-specific information: If you need to retrieve user information, such as users' managers or email addresses, you will need to create a lookup table with that information or use a pattern and tokens to build paths and email addresses.
  • Lookup table:
    1. Create a lookup table in Laserfiche Cloud that maps each user or team to its information (for example, destination folder path or email address). This table can be reused by multiple processes.
    2. Create a lookup table query that returns that information.
    3. Add a Run Rule activity to the workflow to retrieve information from the query.
    4. Find any activities that use the tokens created by the Route Entry to User or Route Entry to Group activities and update them to use the output from the Run Rule activity instead.
  • Standard pattern: If the information you need follows a consistent format, such as \Users\Accounting\First_Last, use an Assign Token Values activity to build paths or email addresses from the information you already have about the user, such as their name.

To replace additional actions

1. Replace the routing activity with the following activities (as needed), and ensure they are all acting on the same entry.
   • Move Entry
   • Assign Field Values
   • Assign Tags
   • Email
   • Wait for Entry Change
2. You may want to put all these activities in a Sequence activity to keep this section of your workflow organized.

To finish updating the workflow

1. Remove the Route Entry to Group and Route Entry to User activities from the workflow.
2. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1004

Assign Geographical Location activities are not currently supported in Laserfiche Cloud.

After Migration

1. There are a couple options for gathering location information in Laserfiche Cloud:
   • Create a form that has a geolocation field on it. Geolocation fields can automatically retrieve and store the location where the form is being filled out. Add a Workflow Service Task to the process associated with the form to pass the geolocation information to Workflow.
   • Add a Wait for Entry Change activity to the workflow and have a user manually enter a geographic location.
2. Remove the Assign Geographical Location activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1005

Fill Out PDF Form activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Review Fill Out PDF Form activities to see if they can be replaced with a Run Rule activity that runs a document merge.

Preparing to Migrate

1. Upload the PDF form to a document merge rule.
2. Add the same fields as you have configured for the Fill Out PDF Form activity.
3. Test sample values to ensure the rule matches the Fill PDF Form activity's behavior.

After Migration

1. Add the Run Rule activity to your workflow and select to run the document merge rule you created before migration.
2. Remove the Fill Out PDF Form activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1006

Migrate Entry activities are not needed since there is only one volume in Laserfiche Cloud.

Migrate Entry activities are used in self-hosted Workflow implementations to move entries between volumes. Since Laserfiche Cloud's improved architecture removes the need for volumes, Migrate Entry activities are no longer relevant.

After Migration

Remove the Migrate Entry activity from the workflow.

LFMIG-1007

PDF Metadata activities are not currently supported in Laserfiche Cloud.

Preparing to Migrate

1. Create a Script Rule in Process Automation.
2. To run scripts, you will also need to configure a Remote Agent.
3. Test the Script Rule you created and ensure it runs as expected.

After Migration

1. Add the Run Script Rule activity to your workflow.
2. Remove the PDF Metadata activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1008

Replicate Entries activities are currently not supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

After Migration

Remove the Replicate Entries activity from the workflow.

LFMIG-1009

Retrieve Version History activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Retrieve Version History activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1010

Schedule PDF Generation activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Schedule PDF Generation activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1011

Schedule OCR activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Schedule OCR activity from the workflow.

Related Laserfiche Cloud Functionality

• Background OCR
• Use Capture Profiles if you need to extract specific information from a document instead of retrieving all text.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1012

Version Control activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Version Control activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1013

Append List Field Choices activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

1. In Process Automation, create a Lookup Table that contains the list field choices.
2. Use the Dynamic Fields feature for the list field and configure it to use the Lookup Table you just created.

After Migration

1. Build a workflow with a Run Rule activity that appends to the list field's Lookup Table.
2. Remove the Append List Field Choices activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1014

Digital signatures have reached end of life and creating new digital signatures is no longer supported. Existing digital signatures can still be viewed, validated, and deleted. For more information, see the End-of-Life Announcement for Laserfiche Digital Signatures.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1015

Digital signatures have reached end of life and creating new digital signatures is no longer supported. Existing digital signatures can still be viewed, validated, and deleted. For more information, see the End-of-Life Announcement for Laserfiche Digital Signatures.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1016

For Each File activities are not currently needed in Laserfiche Cloud.

Laserfiche Cloud's improved architecture means this activity is no longer necessary.

LFMIG-1017, 1018, 1019, & 1020

For Each User, Find Group, Find Manager, and Find User activities are not currently supported in Laserfiche Cloud.

You can route documents and assign tasks to users with business processes in Laserfiche Cloud using the User Task activity.

Preparing to Migrate

1. Note the users your workflow needs to interact with and what actions they need to take.
2. Create a business process that assign tasks to these users as needed.
3. In the business process's Process Details, select Allow this business process to be started by other processes.
4. Define input and output parameters to pass information to and from the workflow.
5. Publish and enable the business process.

After Migration

1. Add the Invoke Business Process to your workflow and select the business process you created before migrating
   • Select Wait for the invoked process to finish running before continuing to run the current workflow if you want to use information that results from the business process in your workflow.
2. Find any activities that use the tokens created by the Find Group, Find Manager, or Find User activities and update them to use output parameters from the business process instead.
3. Remove the For Each User, Find Group, Find Manager, and Find User activities from the workflow.
4. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1021

Digital signatures have reached end of life and creating new digital signatures is no longer supported. Existing digital signatures can still be viewed, validated, and deleted. For more information, see the End-of-Life Announcement for Laserfiche Digital Signatures.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1022

Retrieve PDF Form Content activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

1. Use the Laserfiche Capture Engine to retrieve the PDF forms from the Laserfiche repository.
2. Configure Laserfiche Quick Fields to retrieve Content from PDF forms using the Retrieve PDF Form Content process.
3. Configure Quick Fields to save important information in Laserfiche metadata fields on the document.

After Migration

1. Add a Find Entry activity to the migrated workflow and configure it to find the form in your repository.
2. Use the Retrieve Field Values activity to retrieve the form's field values.
3. Remove the Retrieve PDF Form Content activity from the workflow.
4. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1023

Search Repository activities in Laserfiche Cloud do not support all the same search criteria.

Preparing to Migrate

• Make a note of the entries you want to search for with this activity.

After Migration

1. Update the Search Repository activity to build out the search you want to perform using the activity's condition editor. Advanced search syntax is not supported in the Search Repository activity in Laserfiche Cloud.

Note: If you are unable to search for the documents you want using the Search Repository activity in Laserfiche Cloud, you may need to redesign your workflow or use the Laserfiche API.

2. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1024

Verify PDF Signatures activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Verify PDF Signatures activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1025

The Generate Web Client URLs activity can be replicated in Laserfiche Cloud using the Find Entry activity.

Replace the Generate Web Client URLs activity with a Find Entry activity. Select the option to generate URLs for documents or create .lfe attachments.

After Migration

1. Replace the Generate Web Client URLs activity with a Find Entry activity.
2. In the Options property box, select the Generate URLs to the document option.
3. Use the resulting %(FindEntry_OutputEntry_WebAccessURL) wherever you want to enter the URL.

LFMIG-1026

The Generate WebLink URLs activity can be replicated in Laserfiche Cloud using the Find Entry activity.

In Laserfiche Cloud, WebLink has been replaced by Public Portal.

After Migration

1. Add the Find Entry activity to your workflow.
2. Using tokens from that activity, construct a Public Portal URL in the following format: https://portal.laserfiche.com/Portal/DocView.aspx?id=%(FindEntry_OutputEntry_ID)&repo=%(FindEntry_Repository)

LFMIG-1027

Read JSON activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

1. Create a Web Request in Laserfiche Cloud that matches the Read JSON activity.
2. Configure a Remote Agent to run the web request.

After Migration

1. Replace the Read JSON activity with the Run Web Request activity in your workflow.
2. Remove the Read JSON activity from your workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1028

Read XML activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Read XML activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1029

Create iCalendar File activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Create iCalendar File activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1030

Custom Query activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

Explore the following solutions to see if they'll work for your custom query.

• Your query syntax may be supported in Data Query Rules in Process Automation.
• If it's not supported by Data Query Rules, you can use a Script Rule in Process Automation.
• Alternatively, you might be able to create a database view that achieves the same results as your query.

After Migration

1. Add the Run Rule activity or Run Script Rule to your workflow, and select the query or script you just created in the activity's properties.
2. Remove the Custom Query activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1031

HTTP Form Post activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

1. Create a Web Request in Laserfiche Cloud that matches the HTTP Form Post activity.
2. Configure a Remote Agent to run the web request.

After Migration

1. Replace the HTTP Form Post activity with the Run Web Request activity in your workflow.
2. Remove the HTTP Form Post activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1032, 1033, & 1034

Query Data, Insert Data, and Update Data activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality use a Run Rule activity in Laserfiche Cloud, which works with both lookup tables and external databases. To run queries on a database external to Laserfiche Cloud, configure a Remote Agent or use a direct SQL Server connection.

Due to security constraints in accessing systems behind firewalls, accessing ODBC data sources requires additional configuration in Laserfiche Cloud.

Preparing to Migrate

1. Inventory the data sources used in your workflows.
2. Collect login information for these data sources.
3. Configure a Remote Agent or use a direct database connection in Laserfiche Cloud.
4. Create a Query Rule in your Laserfiche Cloud account for each query used in your self-hosted Workflow definition.
5. Select whether you want to query a lookup table or an external data source (e.g., database). If you choose to query a data source, specify the data source that you want to query.
• Use the link next to each option to go to the list of lookup tables or data sources configured in Laserfiche Cloud. If the lookup table or data source you want to insert data into isn't already added to those lists, add it now. The following external databases are supported with Remote Agents: SQL, PostgreSQL, MySQL, and CSV. Note that direct database connections currently only supports SQL Server.
• To run queries on a database behind a firewall, you will also need to configure your network security so that Laserfiche Cloud can securely communicate with the database.
6. Configure and publish your query.

After Migration

1. Add the Run Rule activity to your workflow, and select the query you just created in the activity's properties.
2. Configure the Input Values in the activity with the values you want inserted into the lookup table or query.
3. Remove the Query Data, Insert Data, and Update Data activities from the workflow.
4. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1035

Create Checkpoint activities are not currently supported in Laserfiche Cloud.

Laserfiche Cloud's improved architecture removes the need for checkpoints.

After Migration

Remove the Create Checkpoint activity from the workflow.

LFMIG-1036

SDK Script activities are not supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Replace the SDK Script activity with the Run Script Rule activity, and review how scripts will run.

Preparing to Migrate

1. Create a Script Rule in Process Automation.
2. Copy your script from the Workflow script editor.
3. Add your script to the rule editor in your new Script Rule.

Tip: Laserfiche github has script examples.

4. To run scripts, you will also need to configure a Remote Agent.
5. Test the Script Rule you created and ensure it runs as expected.

After Migration

1. Add the Run Script Rule activity to your workflow in place of the SDK Script activity.
2. Remove the SDK Script activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1037

Simple Synchronization Sequence activities are not needed in Laserfiche Cloud.

Laserfiche Cloud's improved architecture means this activity is no longer necessary.

After Migration

Remove the Simple Synchronization Sequence activity from the workflow.

LFMIG-1038, 1039, 1040, 1041, 1042, & 1043

Associate Entries, Business Process Step, Update Business Process, Update Participants, Update Step Due Date, and Update Step Instructions activities are not supported in Laserfiche Cloud.

Laserfiche Cloud does not support the legacy Laserfiche business processes that these activities interacted with. Instead, Laserfiche Cloud has improved business processes capabilities that allow for flexible task assignment, due dates, priorities, and more.

After Migration

Remove the Associate Entries, Business Process Step, Update Business Process, Update Participants, Update Step Due Date, and Update Step Instructions activities from the workflow.

See the resources under Citizen Developer - Business Process Designer on the Learning Paths page.

LFMIG-1044, 1045, 1046, & 1047

Configure Automatic Replies, Create Exchange Item, Delete Exchange Item, and Update Exchange Item activities are not currently supported in Laserfiche Cloud as Laserfiche Cloud does not yet have a built-in integration with Microsoft Exchange.

After Migration

Remove the Configure Automatic Replies, Create Exchange Item, Delete Exchange Item, and Update Exchange Item activities from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1048 & 1049

Create List Item and Delete List Item activities are not currently supported in Laserfiche Cloud.

Laserfiche Cloud does not support any of the SharePoint integration activities out of the box. Use a Web Request Rule to replicate that integration.

Preparing to Migrate

1. Create a Web Request Rule in Laserfiche Cloud that matches the Create List Item or Delete List Item activity.
2. Configure a Remote Agent to run the web request.

After Migration

1. Replace the Create List Item or Delete List Item activity with the Run Web Request activity in your workflow.
2. Remove the Create List Item and Delete List Item activities from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1050

Retrieve Business Process Variables activities are not currently supported in Laserfiche Cloud.

Update the workflow to accept input parameters from business processes.

Preparing to Migrate

Determine if you want to retrieve form Content in Laserfiche Cloud using input parameters or using the Save to Repository task.

• If you have a business process that starts a workflow, then the best way to pass information from the business process to the workflow is by configuring input parameters on the workflow to receive the field values.
• Otherwise, have your business process save the Laserfiche form to the repository and set the form's field values as metadata fields on the saved document. Then use the Retrieve Field Values activity in your workflow to get the field values.

After Migration

1. Replace the Retrieve Business Process Variables activity with either input parameters or the Retrieve Field Values activity.
2. Remove the Retrieve Business Process Variables activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1051

Set Business Process Variables activities are not currently supported in Laserfiche Cloud.

After Migration

1. Configure input and output parameters on the migrated workflow to pass token data between the workflow and a business process.
2. Remove the Set Business Process Variables activity from the workflow.
3. Test to ensure the business process invokes the workflow and passes parameters correctly.

LFMIG-1052

Custom activities are not currently supported in Laserfiche Cloud.

After Migration

Remove the Custom activity from the workflow.

Some of the functionality achieved by custom activities can now be achieved with the Script Rules.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1054

HTTP Web Request activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Preparing to Migrate

1. Create a Web Request in Laserfiche Cloud that matches the functionality of the HTTP Web Request activity.
2. Configure a Remote Agent to run the web request.

After Migration

1. Replace the HTTP Web Request activity with the Run Web Request activity in your workflow.
2. Remove the HTTP Web Request activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1055

X509 Certificates are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1057

The number of active conditional starting rules exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1058

Workflow templates are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1059

The number of workflows exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1060

Laserfiche Cloud only supports a single email service provider and a single outbound email address.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1061

Custom activities are not currently supported in Laserfiche Cloud.

Some of the functionality achieved by custom activities can now be achieved with the Script Rules.

After Migration

Remove the Custom activity from the workflow.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1062

Putting a document under version control is not currently an available start condition for a workflow in Laserfiche Cloud

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1063

While you can have multiple connection profiles defined, a workflow can only connect to one connection profile.

Preparing to Migrate

• Review your Laserfiche Cloud security settings to ensure that consolidating to a single connection profile does not give any single account unexpected access.

LFMIG-1064

Notification Templates have no equivalent in Laserfiche Cloud at this time.

After Migration

• The Email activity in Workflow can be configured in conjunction with an Escalation activity to send periodic reminders for specific workflows.

• Workflow in Laserfiche Cloud also provides automatically generated notifications for administrators. These notifications include design notifications to inform you about a specified workflow definition (when one specified workflow is edited or published), and instance notifications to inform you about an instance of a specified workflow (when the workflow starts, completes, or terminates).

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1065

Script activities are not currently supported in Laserfiche Cloud, but your workflow can be redesigned to achieve similar functionality.

Replace the Script activity with the Run Script Rule activity in Laserifche Cloud, and review how scripts will be run.

Preparing to Migrate

1. Create a Script Rule in Process Automation.
2. Copy your script from the Workflow script editor.
3. Add your script to the rule editor in your new Script Rule.

Tip: Laserfiche github has script examples.

4. To run scripts, you will also need to configure a Remote Agent.
5. If it's not supported by Data Query Rules, you can use a Script Rule in Process Automation.
6. Test the Script Rule you created and ensure it runs as expected.
7. Alternatively, you might be able to create a database view that achieves the same results as your query.

After Migration

1. Add the Run Script Rule activity to your workflow in place of the Script activity.
2. Remove the Script activity from the workflow.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1066

Update Word Document activities cannot currently insert a table from a business process in Laserfiche Cloud.

Preparing to Migrate

See the Migrating Laserfiche Form Tables into Microsoft Word Documents for detailed instructions on duplicating the Update Word Document activity's functionality in Laserfiche Cloud.

LFMIG-1067

Cross Workflow server communication is not needed in Laserfiche Cloud. Laserfiche Cloud uses a single Workflow server and handles load balancing at the infrastructure level.

After Migration

During migration, Invoke Workflow activities are automatically updated to reference the single Laserfiche Cloud Workflow server. No manual configuration is required.

• After migration, review Invoke Workflow activities to ensure they are invoking the correct workflows.

Note: Any workflow can connect to any one repository, but only one repository per workflow.

LFMIG-1069

Review the conditions configured in Wait for Entry Change activities. Not all condition types are currently supported in Laserfiche Cloud.

Preparing to Migrate

• Identify any conditions based on username or user groups and ensure you'll be able to configure an adequate wait condition without these condition types.

After Migration

1. Update the Wait for Entry Change activity's conditions.
2. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1070, 1071, & 1072

The load of the For Each Value, For Each Row, and For Each Entry activities may exceed the current limits in Laserfiche Cloud.

Each activity can currently only iterate a set number of times per workflow instance.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1073, 1074, & 1075

Review the conditions used in Conditional Decision, Conditional Parallel, Conditional Sequence, and Routing Decision activities.

After Migration

• When reviewing conditions, look for any conditions that are specific to your self-hosted environment and remove or replace those conditions. Test your workflow to ensure it runs as expected.

LFMIG-1076

Review Set Entry Owner activities after migrating.

After Migration

• Determine if this activity is still needed in your workflow as entry ownership is less relevant in Laserfiche Cloud.

LFMIG-1077

Email activities in Laserfiche Cloud can currently only attach electronic documents, not Laserfiche documents. Additionally, ensure the combined size of all attached electronic documents does not exceed the size limit: 25 MB.

Tip: To attach an electronic document to an email in Laserfiche Cloud, use the Download Electronic Document activity and attach the output from that activity to the Email activity.

Preparing to Migrate

Note which email activities attach Laserfiche documents so that they can be updated after migration.

After Migration

There are a few options for emailing access to a Laserfiche document.

Automatically email a link to the document so users can open the document directly in the repository

• Add a Find Entry activity to the workflow, and select Generate URLs to the document. This option will create two tokens that you can add to your email activity. One token is for a URL that will open the document in the Repository Web Client, the other token is for opening the document from a mobile device.

Manually email a Direct Share link to the document

• For emails going to individuals outside of your organization, a direct share link will allow them to securely access a Laserfiche document. You can manually email Direct Share links from your Laserfiche Cloud repository.

Create a custom script to export Laserfiche documents and then attach them as electronic documents in Workflow

1. Create a Script Rule in Process Automation.
2. To run scripts, you will also need to configure a Remote Agent.
3. Test the Script Rule you created and ensure it runs as expected.
4. Add the Run Script Rule activity to your workflow.
5. Publish and Test your workflow to ensure it runs as expected.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1078

Invoke Business Process activities cannot currently send tables from Workflow to a business process in Laserfiche Cloud.

Preparing to Migrate

1. Create a blank Lookup Table in Process Automation.
2. Create a Query Rule that will let you query the data in the lookup table.

After Migration

1. Add a Run Rule activity to your workflow and configure it to run the lookup query rule you created when preparing to migrate.
2. Add a Rules Service Task to your business process and configure it to retrieve the data the workflow pushed to the lookup table. Then, map the output values to the form table variables.
3. Publish and Test your workflow to ensure it runs as expected.

LFMIG-1079

Trustee Directories are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1080

Default User Folders are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1081

Review your security settings and determine how they can be replicated in Process Automation.

Learn about security in Laserfiche Cloud

• Explore configuring account settings, project security, and teams.
• For more information about Laserfiche Cloud security, see the Repository Administrator Milestone 3 security section on the Learning Paths page.

LFMIG-1082

Task Error Handlers are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1083

Activity Migration Definitions have no equivalent in Laserfiche Cloud at this time. This is a legacy option that converts custom activities from Workflow version 8 to Workflow version 9.

After Migration

Custom activities will need to be manually recreated in Laserfiche Cloud. See LFMIG-1052.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1084

Data Source Type and Data Source Driver are not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Preparing to Migrate

Explore the following solutions:

• Changing the data source type to CSV, SQL, MySQL.
• Using a Script Rule if the driver you want to use is not supported.
• Placing the data in a Lookup Table in Laserfiche Cloud.

LFMIG-1085

Collecting payment is not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1086

Dynamic filters are not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Preparing to Migrate

Evaluate the following solutions:

• Evaluate how tasks are assigned and determine how teams and projects will be organized in Laserfiche Cloud.
• Check out the Team Manager section of the Learning Paths page.
• Evaluate if the dynamic filters can be accomplished with decision tables or Lookup Tables instead.

LFMIG-1087

Team filters are not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Preparing to Migrate

• Evaluate how tasks are assigned and determine how teams and projects will be organized in Laserfiche Cloud.
• Check out the Team Manager section of the Learning Paths page.

LFMIG-1088

The option "Allow the task to be reassigned" is not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1089

The option "When a team is a recipient, include team managers and administrators," for Email Service tasks, is not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1090

Stored Procedures in lookup rules are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1091

Team roles are not currently supported in Laserfiche Cloud, but your process can be redesigned to achieve similar functionality.

Preparing to Migrate

• Evaluate how tasks are assigned and determine how teams and projects will be organized in Laserfiche Cloud.
• Check out the Team Manager section of the Learning Paths page.
• If you are using Team Roles for reporting purposes, explore redesigning your reports in Laserfiche Cloud.

LFMIG-1092

Including multiple processes in a custom report is not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1093, 1094, 1095, & 1096

Laserfiche Cloud custom reports do not currently support collection/table variables when configuring columns, grouping, sorting, or aggregating.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1101

Landing pages are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1102

Global email templates are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1103

Payment gateways are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1104

Report Schedules are not currently supported in Laserfiche Cloud.

Feedback & Resources

We are constantly expanding features in Laserfiche Cloud. Your feedback is extremely important to us. Please let us know which features are important to you: Feedback Form.

Check out the Laserfiche Solution Marketplace where members of the Laserfiche community share new solutions and integrations with popular applications. Additionally, Laserfiche Answers is an active community forum where users ask and answer Laserfiche-related questions.

LFMIG-1105

Direct database data sources will require additional configuration after process migration to replace the data source. See data source connections for more information.

Preparing to Migrate

1. Document all of your database connection information and SQL queries used in your self-hosted environment as you will need this information after migration.
2. Create data sources and query rules in Laserfiche Cloud to match your self-hosted environment.

After Migration

Update your business processes and workflows to add the new rules you created in the "Preparing to Migrate" section above:

• For business processes, use Rules Service Tasks.
• For workflows, use: Run Rule Activities.
• For forms, use Lookup Rules. Replace and reconfigure the fields you are filling.

LFMIG-1106

Review the conditions used in the Repeat activity.

After Migration

• When reviewing conditions, look for any conditions that are specific to your self-hosted environment and remove or replace those conditions.
• Publish and Test your workflow to ensure it runs as expected.

LFMIG-1107

The number of activities in a single workflow instance exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1108

The number of workflow instances per day exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1109

The number of workflow instances per hour exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.

LFMIG-1110

The number of business processes exceeds the current limit in Laserfiche Cloud.

Service Limit Reference

See a list of all Laserfiche Cloud Service Limits.

Contact your solution provider to develop a plan for working within, or increasing, these service limits.