Overview of Workflow

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:

  1. Assign tags to a Laserfiche document.
  2. Add a sticky note to the document.
  3. Rename the document.
  4. 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:

  1. Assign a tag to a Laserfiche document.
  2. Add a sticky note to the document.
  3. Updates the business process reporting details.
  4. Rename the document.
  5. Reports the business process step in the details and lists step instructions.
  6. 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.

Workflow Designer

The Workflow Designer is the component of the Workflow Suite you will interact with the most. In the Workflow Designer, you can build, publish, test, and view information about workflows and business processes. Each of these actions is presented in a variety of panes, menus, and toolbars that guide you through designing and testing your workflow.

To open the Workflow Designer in Windows 7 and earlier

  1. Click the Start icon.
  2. Click All Programs, and browse to the Laserfiche folder.
  3. Open the Laserfiche folder, and then the Workflow folder.
  4. Click Workflow Designer.

To open the Workflow Designer in Windows 8 or Windows 2012

  1. Go to the Start menu from the Charms bar.
  2. Right-click in the blank area of the Start screen, and select All apps in the lower left corner.
  3. Under Laserfiche, select Workflow Designer.

Using Workflow

Getting started

Workflow building blocks

Running your workflow

Tracking and Reporting

Beyond the basics (making workflow awesome)

Administration

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.