Create Shortcut Template

When a document is moved to the Documents to Distribute folder, this workflow creates shortcuts to the document in each employee's folder.

Learn more about workflow templates.

How it works

  1. A Find Entries activity finds all the folders inside the\Workflow Templates - Test Entries\Employee Folders folder.
  2. A For Each Entry activity runs for each employee folder.
  3. A Move Entry activity creates a shortcut in each employee folder.

To run this workflow template in the provided test environment

  1. Ensure the WT- Rename and Move starting event is enabled.
    1. Navigate to the Condition page in Starting Events.
    2. Select the starting event, and click Enable in the top right.
  2. In your Laserfiche repository, add the Workflow Templates: Approved tag to a document and move it into the \Workflow Templates - Test Entries\Human Resources\Documents to Distribute folder.

Alternatively, you can test the workflow (bypassing the starting event) with the Run Workflow option in the Workflow Designer. You can test this workflow on the Company_Picnic or Organization_Chart document in the Workflow Templates - Test Entries\Human Resources folder.

Ideas to expand this workflow

Add another Move Entry activity to move the document out of the Documents to Distribute folder (after the shortcuts are distributed) and into a storage folder.

Let users "subscribe" to the Documents to Distribute folder by putting their names in a new Employees to Notify multi-value field. Retrieve the values from that field, and then use a For Each Value activity to distribute the documents to each employee's folder.

Remember to republish the workflow after making any changes.