Process Automation Videos
Process automation is a set of components that let you automate business tasks. These videos guide you through the process automation suite and cover business processes, workflows, rules, capture, and more.
Process Automation Features
Explore how to find and evaluate ready-made automation solutions. The marketplace provides templates, integrations, and examples contributed by Laserfiche and the community.
Learn how to control access to process automation resources and the data they collect. Project security enables granular permissions for teams, roles, and external collaborators.
Discover how to configure workflows to start based on conditions or schedules. Starting events let you automate work in response to repository activity or time-based schedules.
Condition Starting Events in Process Automation
Learn how to automatically start workflows when specific repository events occur. Condition-based starting events ensure workflows run only when precise criteria are met.
Discover how to collect data without building a full process. Surveys provide lightweight data collection and reporting.
Getting Started with Data Sources
Discover how to connect process automation to databases outside Laserfiche. External data sources enable queries that retrieve and reuse information from other systems.
Learn how to extract structured data from scanned or imaged documents using capture profiles. Extracted values can be reused in workflows to populate metadata, trigger actions, or send notifications.
Learn how machine learning extracts key data from invoices. Smart capture reduces manual data entry and improves accuracy.
Learn how to securely connect cloud automation to on-premises resources. Remote agents enable safe access behind firewalls.
Custom Scripting in Process Automation
Learn how to extend process automation by running custom scripts written in languages such as C, Python, or Node.js. Custom scripting enables advanced integrations by executing external logic through remote agents and incorporating script results into automated workflows.
Business Processes
Overview of Business Processes
Discover how forms, tasks, and automation work together to replace manual workflows. You’ll see how processes route work, track progress, and provide visibility into outcomes.
Setting Deadlines in Business Processes
Learn how to keep work moving with due dates, reminders, and deadlines. Time-based controls help prevent stalled or overdue tasks.
Reporting in Business Processes
Discover how to analyze process performance using dashboards and reports. Reporting tools help you identify bottlenecks, workloads, trends, and exceptions across running and completed processes.
Organizing and Searching Tasks
Learn how to find and prioritize tasks using sorting, filtering, and search. These tools help users manage busy task lists more effectively.
Using the Business Process Condition Editor
Learn how to route work dynamically based on data and actions. Conditions ensure tasks follow the correct path.
How Forms and Processes are Related
Learn how submitted forms move through a defined process from start to completion. This video explains how forms, tasks, and automation steps work together to collect data and drive outcomes.
Email Notifications in Business Processes
Discover how to keep participants informed with automated emails. Notifications ensure users are alerted to tasks, updates, and process events.
Learn how to accelerate automation by downloading and implementing preconfigured forms and business processes. This video shows how to import a solution template, review its components, and customize it to meet your organization’s requirements.
Using Business Processes with Workflow
Discover how to pass information between processes and workflows. Integration enables advanced, end-to-end automation.
Using Gateways in Business Processes
Discover how gateways control branching and parallel paths. Gateways enable flexible decision-making in processes.
Learn how to delegate or release tasks when work needs to be redirected. Reassignment options ensure tasks are completed by the right person.
Discover how to automatically store submitted forms in a repository. Saving forms enables long-term retention, searching, and integration with other automation.
Learn how variables store and reuse data throughout a process. Variables make routing, notifications, and saving actions dynamic and flexible.
Learn how to make a completed process available for use after validating it. Publishing activates the process while allowing you to disable it later if needed.
Getting a Shareable Link for a Form
Discover how to generate a direct link that allows users to open and fill out a form. Shareable links make it easy to distribute forms through email or websites.
Checking the Status of a Process
Learn how to track the progress of processes you’ve participated in and review completed steps. Administrators can also monitor all process instances to understand status, history, and performance
Troubleshooting a Process Instance
Discover how to locate and resolve errors in running processes. Instance details and logs help diagnose issues.
Learn how teams help distribute and manage work across groups of users. Teams enable flexible task assignment and balanced workloads.
Designing Forms
Learn how to build forms using a modern, flexible layout that supports side-by-side fields. The designer simplifies form creation while providing quick access to rules, validation, and styling.
Learn how to customize the appearance of forms to match branding. Styling options help improve usability and consistency.
How to Create a Multi-Page Form
Learn how to divide a long form into multiple pages to improve usability and navigation. This video shows how to organize fields across pages and dynamically display pages based on user input.
Adding a Signature Field to a Form
Discover how to collect electronic signatures securely. Signature fields ensure accountability and verification in form submissions.
Using Variables to Create a Form
Discover how to reuse submitted data across multiple forms. Variables allow you to control what information is shown at each stage.
Using a Database Lookup Rule to Fill Out a Form
Learn how to automatically populate form fields from external data. Lookup rules reduce manual entry and improve accuracy.
Showing and Hiding Form Fields
Learn how to dynamically show or hide form fields based on user input. Conditional field visibility helps keep forms clear and relevant.
Discover how to extend form styling beyond built-in options. Custom CSS allows precise control over layout and appearance.
Workflow
Overview of the Workflow in Laserfiche Cloud
Discover how to create, test, and publish a workflow. You’ll learn how to assemble activities into an automated process.
Starting a Business Process from a Workflow
Discover how to pass data from workflow to a business process to support advanced automation. This integration enables processes and workflows to exchange information and coordinate actions.
Interpreting an Instance Report in Process Automation
Discover how to analyze the results of workflow runs. Instance reports help with troubleshooting and optimization.
Using the Token Editor in Workflow on Laserfiche Cloud
Learn how to manipulate token values for better output and formatting. This creates more flexible and robust workflows.
Setting Up and Viewing Notifications in Workflow on Laserfiche Cloud
Learn how to receive alerts about workflow activity. Notifications help you stay informed about important events.
Configuring a Work Schedule in Process Automation
Discover how to define business hours and holidays for automation. Work schedules ensure workflows respect operational time constraints.
Creating a Workflow that Creates Shortcuts in Laserfiche Cloud
Learn how to distribute access to documents without moving originals. This workflow automatically creates shortcuts so multiple users can work efficiently from different locations.
Creating a Workflow that Renames Documents in Laserfiche Cloud
Learn how to apply consistent naming conventions using document metadata. This workflow ensures new content is clearly identified and easier to manage over time.
Enforcing Deadlines with Worfklow in Laserfiche Cloud
See how to route work with time-based expectations and reminders. You’ll learn how to escalate tasks when deadlines are missed to keep processes moving.
Creating a Workflow that Synchronizes Metadata in Laserfiche Cloud
Learn how to keep folder and document metadata consistent automatically. This workflow propagates changes so related items always stay in sync.
Creating a Workflow that Links Related Documents in Laserfiche Cloud
See how to automatically connect related documents using shared metadata. This approach helps maintain context and improves navigation across associated records.
Rules
Learn how reusable rules centralize logic for calculations, decisions, and data lookups. Rules simplify maintenance across multiple processes.
Learn how to represent conditional logic in a clear, table-based format. Decision tables simplify complex routing and policy decisions.
Discover how to create reusable rules that calculate values from inputs. Formulas allow you to apply consistent logic across workflows and processes.
Discover how rule versioning helps track changes and troubleshoot issues. Version history ensures consistency and auditability.