Creating Custom User/Group Property Tokens

Using the Route Entry to Group and Route Entry to User activities, you can dynamically route entries to specific users or groups based on the value of a specified token. In order to utilize this feature, you must assign each user and group specific properties. More info.

By default, there are four tokens that you can assign user or group values to (Display Name, E-mail address, First Name, and Last Name). You can also create additional, custom tokens.

Note: This feature is intended for advanced users.

To create a custom user or group property token

1. Using a text editor (e.g., Notepad), open the Workflow Server's configuration file: Laserfiche.Workflow.Service.exe.config. This file is located at <Workflow 8 install location>\Laserfiche\Laserfiche Workflow.

   Warning: Make a copy of your configuration file before making any changes. In the event the Workflow Server will not run after adding custom tokens, replace the modified configuration file with the original.

2. Locate the section of the file associated with the Laserfiche repository you want to add a token to. Repositories are organized within the following tag: <LaserficheDirectoryDomain name="<Name of your repository>" display="<Name of your repository>">.

   Note: Repositories will only appear if they are listed in the Workflow 8 Administration Console's User Sources node.

3. Insert a custom token within the repository's opening and closing <properties> tags. Use the following syntax: <property name="<custom token name>" display="<custom token's display name>" search="[Workflow]<custom token name as a single word with no spaces>" readonly="false" />.

   Note: All <custom token name> values must be unique.

   Note: To hardcode the token value, so that it cannot be edited outside the Workflow Server's configuration file, set the readonly value to true.

4. Save your changes.
5. Restart the Workflow Server.
6. Assign user and/or group values to the token.