Tags Tab

This Closedtab contains options for Laserfiche Routing activities. It enables you to assign tags to, or remove them from, the entry being routed.

Note: All settings in this tab are optional. If none of the settings are configured, no tags will be assigned or removed by this activity.

To open the Tags tab

  1. Add a Laserfiche Routing 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 Routing Options in the Properties Pane, click the Closedtags icon to open the Tags tab of the Routing Activity Options dialog box.

To add/remove tags

  1. Select either the Assign or Remove checkbox to define which tags will be assigned to, and/or removed from, the entry.
    • Optional: You can add comments to tags that are being assigned by clicking inside the Comment area next to the tag. Click the Token button (right arrow) to use tokens.
  2. Select Only show tags that will be assigned or removed to hide all the tags you did not select to assign or remove.
  3. To clear all checkboxes, select Clear All.