Web Services

For Workflow to connect to a Web service, such as a SharePoint site, a Laserfiche Forms server, a Microsoft Exchange server, or an external website, you must configure a Web service in the Add Web Service dialog box.

To add a Web service

1. Open the Add Web Service dialog box from one of the following places:

• In the Web Services node of the Workflow Administration Console, click Add Web Service.



• In the Server property box for the Create List Item activity, the Invoke Business Process activity, or the Retrieve Laserfiche Forms Content activity, select the Manage servers from the drop-down menu. Alternatively, select Manage Web services from the HTTP Web Request or HTTP Form Post activity's Web Services property box. In the Referenced Object Manager, click Add.



• Select Web Service from the drop-down menu in the workflow's Referenced Objects property box. Click Manage referenced properties. In the Referenced Object Manager, click Add.



Note: The Web Services option only appears if you have already configured one or more Web services with a Create List Item, Retrieve Laserfiche Forms Content, HTTP Web Request, or HTTP Form Post activity. To show the Reference Objects property box, select a blank area in the Designer Pane and click the Advanced button at the top of the Properties Pane.

Note: If you open a workflow file that refers to a Web service not configured on your Workflow Server, the text [Not found] will be added to the end of the Web service's name. In this situation, click the Add button. The Add Web Service dialog box will be populated with all the properties that were saved with the workflow file. Make any necessary changes, and click OK. Alternatively, if you configure a new Web service from the Workflow Designer with the same name as the Web service that wasn't found, the not-found service will be replaced and all references will be updated. If you configure a new Web service with the same name in the Workflow Administration Console, you will need to manually assign the new Web service to each activity.

2. In the Add Web Services dialog box, configure the following:



• Name: Type a name for the Web service. The name you provide here will appear as an option for the Workflow activities that can interact with Web services, so ensure the name is clear and informative.
• Type: Select the type of Web service you want to connect to.
  • Laserfiche Forms
  • SharePoint
  • Exchange
  • Custom
  • AI
• URL: Type the website for the Web service you want to connect to. Click Test URL to ensure that the URL is correct and that Workflow can connect to the Web service.

Note: The URL must start with http:// or https://.

Note: To connect to a Laserfiche Forms server, you must first specify your Workflow Server on the Forms Server Configuration page.

• Specify your login information for the Web service.
• If connecting to a Microsoft 365 Exchange service, select Use OAuth.
• Username: The username of the account associated with the mailbox.
• Application (client) ID: This is the application ID assigned to your app.
• Tenant ID: The directory tenant.
• Client secret: The client secret generated.
• Scopes: Define permissions.
• Microsoft Entra ID endpoint: The URL.
• If connecting to a SharePoint service.
• Authorization Endpoint: The Microsoft Entra ID URL.
• Token Endpoint: The Microsoft Entra ID URL.
• Application (Client) ID: This is the application ID.
• Tenant ID: The directory tenant.
• Scopes: Define the level of access.
• Authorize: After configuration.
• If connecting to a Custom web service.
• If connecting to an AI web service.
• Advanced: Clear the Run activities that use this Web service as a task.
• Advanced: Clear Accept invalid certificates.
• Advanced: Select Specify client certificate.
3. Click OK to save the web service properties.

To modify a Web service

1. Select a Web service.
2. Make any desired changes.
3. Click OK.

To delete a Web service

1. Select a Web service.
2. Click Delete.

To assign a different Web service to multiple activities in a workflow

Example: The ABC Company has a new SharePoint server.

• Follow the instructions to Reassign Objects.