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My History

The My History section lets you review processes you've interacted with whether you started the process or completed a task in the process.

Example: You submitted an expense report last week, but you haven't heard anything about its status. You can find the expense report's process under My History in your Forms inbox. Pressing the process shows you the step the process is currently at and who that step is assigned to. You can also see the process's summary and action history. In the action history, press any blue underlined text to see the related form.

Example: You approve and reject several supply requests every week. Kate becomes concerned because her request wasn't filled. You can find her request under My History in the Forms inbox and see your decision on her request, review the form she submitted, and let her know the current status of her request.

To review tasks and processes

Press My History from the Forms inbox in the main menu on the left. The main menu is accessed by swiping right on the navigation bar at the top of the app on a touchscreen device. Alternately, press the back button until you see the main menu button in the top left.
By default, the processes are sorted by the time of your last action. Press the sort button in the top right to categorize the processes by the time of your last action, who started the process, the process's overall status, and the name of the process.
Press the process you want to see more information about. A page will open with the process's status, the step it's currently on, it's action history (the tasks completed up to this point), and a summary of important data from the process. Press the X in the top left to close the page.

This documentation is specific to version 9.3. You can find the most up-to-date help files for the latest version at Current Online Laserfiche Product Help Files.

For further help or feedback, please see the Laserfiche Support Site.