Activities

Workflow activities are single, pre-built, configurable processes. They are the building blocks of workflow definitions. Workflow in process automation has over 40 activities that perform a variety of functions. This page lists the workflow activities in process automation and a description of their functions. Select an activity to view more information.

 

Workflow Activities

Name	Description
Add Sticky Note	Adds a sticky note to a page of a Laserfiche document.
Add Text Box	Adds a text box to a page of a Laserfiche document.
Apply Stamp	Adds a stamp to a page of a Laserfiche document.
Apply Text Annotation	Adds a text annotation on an entry.
Assign Field Values	Assigns a template and field value to a Laserfiche entry.
Assign Rights	Assigns or removes Entry Access Rights associated with an entry.
Assign Tags	Adds a tag to or removes one from an entry.
Assign Token Values	Creates new tokens and updates the values of existing tokens.
Attach Electronic Document	Attaches an electronic document to a Laserfiche document.
Change Starting Entry	Changes the starting entry or updates tokens to reflect the entry’s current name and path.
Conditional Decision	Runs the first branch that has its conditions satisfied.
Conditional Parallel	Runs all branches that have satisfied conditions.
Conditional Sequence	Runs a set of activities if the conditions for the set are satisfied.
Copy Metadata	Copies metadata from one entry to another.
Create Entry	Creates an entry that can be accessed with another activity in the workflow.
Create Link	Creates a document relationship link between two or more Laserfiche entries.
Date Token Calculator	Creates custom date and time tokens.
Deadline	Defines one route for an entry before a deadline, another for after the deadline.
Delay	Delays part or all of a workflow from running.
Delete Annotation	Deletes an annotation added by an Add Sticky Note, Add Text Box, or Apply Stamp activity.
Delete Entry	Deletes an entry.
Delete Links	Removes the document relationship link between two or more Laserfiche entries.
Delete Shortcuts	Deletes all shortcuts linking to a specified entry.
Download Electronic Document	Downloads the electronic file associated with an electronic document.
Email	Sends an email notification with an attachment.
End Workflow	Ends a workflow instance before the workflow ending point.
Escalation	Defines the default action for the workflow and additional actions that run in parallel when the wait period is met.
Find Entries	Finds entries in a folder and makes those entries available to other activities in your workflow definition.
Find Entry	Finds an entry using its ID or location and makes it available to other activities in your workflow definition.
For Each Entry	Runs the contained activities on each entry in a collection of entries.
For Each Row	Runs the contained activities on each row of a table from specified Laserfiche entries.
For Each Value	Runs the contained activities using each specified token value.
Invoke Bot	Makes use of robotic process automation technology to start a bot.
Invoke Business Process	Provides the ability to start a Business Process.
Invoke Workflow	Provides the ability to start another workflow.
Move Entry	Moves, copies, or creates a shortcut to an entry.
Move Pages	Moves or copies pages between two documents or within the same document.
Parallel	Runs all branches at once, without using conditions.
Pattern Matching	Creates custom tokens using regular expressions that look for information that follows a specific pattern.
Read Barcode	Reads the barcodes on a single entry.
Rename Entry	Renames an entry.
Repeat	Repeats the activities inside this activity as long as the conditions are satisfied.
Replace Lookup Table Data	Replaces the data in a lookup table based on a spreadsheet (.csv or .xlsx).
Rethrow	Rethrows the error from the catch branch in a Try-Catch activity.
Retrieve Document Text	Retrieves existing text from a Laserfiche or electronic document and stores it in a token.
Retrieve Field Values	Gets the template name and field values from an entry and returns tokens for those values.
Retrieve Shortcuts	Collects all the shortcuts linking to a specified entry.
Run Application Action	Creates, deletes, or retrieves data from an integrated external system.
Run Capture Profile	Extracts text from an image document using a capture profile.
Run Rule	Runs a rule in your workflow definition.
Run Script Rule	Runs a script rule in your workflow definition.
Run Web Request Rule	Runs a web request rule in your workflow definition.
Search Repository	Searches the repository for entries based on user-defined criteria.
Sequence	Performs the contained activities in top-down order.
Set Entry Owner	Makes a user an entry's owner or removes an owner from an entry.
Set Records Management Properties	Set properties on individual records or record folders such as cutting off a record and setting a filing date.
Token Calculator	Uses standard arithmetic operations to create custom tokens.
Track Tokens	Records the values of specified tokens when this activity runs.
Try-Catch	Prevents a workflow from terminating if an activity encounters an error.
Update Word Document	Performs a series of modifications on a Microsoft Word document.
Wait for Entry Change	Pauses the workflow until a specified condition is satisfied.