Defining User Properties for Users/Groups

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.

To define properties for users/groups

1. Select Trustee Provider Configuration under Tools in the menu bar.

   

2. Select the Laserfiche repository or Active Directory containing the users or groups you want to configure.

   

Note: Workflow 8 will only interact with a repository or Active Directory if it appears in the Workflow 8 Administration Console's User Sources node.

3. Click Configure.

4. In the Trustee Search dialog box, next to Profile, select an existing connection profile. Click Manage to create a new profile. The profile you select should correspond to the Laserfiche repository your workflows will be associated with.

   

5. Next to Search Value, enter a search term (e.g., a user's name). Click Search. If a match is found, the user or group will appear under Properties.

   

6. Define the following user or group property token values.
   
   
   • Display Name
   • E-mail address
   • Working Folder
7. Optional: Click Show additional properties to define additional user or group properties.
8. In the Optional Properties tab, click a token to assign it a value. In addition to any custom tokens you have created, the following properties can be defined.



• First Name
• Last Name

9. Select the Groups tab. If you are configuring a user, you can see the groups that the user belongs to. If you are configuring a group, you can see its members.

   

10. Select the Managers tab. Click Add to assign the user or group a manager. While managers do not have special security or routing privileges in Workflow 8, this feature enables you to define your organization's structure.