Destination Tab

This tab contains routing options for the Route Entry to User activity. All settings in this tab must be configured.

Note: Before configuring this tab or reading this help topic, we recommenced that you read Trustee Provider Configuration.

To open the Destination tab

1. Add the Route Entry to User activity to your workflow definition by dragging it from the Toolbox Pane and dropping it in the Designer Pane.
2. Select the activity in the Designer Pane.
3. Under Routing Options in the Properties Pane, click any of the setting's icons to open the Routing Activity Options dialog box.

   

4. Select the Destination tab.

To configure the Destination tab

1. Under Destination Options, choose one of the following.
   
   
   • Route to User folder: Routes entries to the user's default working folder.
     
     
     • Optional: Click Configure default user or group folders to define default user or group property token values.
     • Optional: Click Use custom folder(s) for this activity to route entries to a user via a custom folder (i.e., a folder that have not been specified as the user's default working folder). This option will only apply to current activity and will not affect the user's default working folder. Click Configure to assign a custom folder. In the Folder Mapping dialog box, click Add. Next to Provider, select the Laserfiche repository or Active Directory containing the desired user. Next to Search Value, enter a search term (e.g., a user's name). Click Search. If a match is found, the user will appear under Properties. Once a user is found, click OK. Next to Folder, click to browse to a custom folder or manually enter a folder path. Click to use tokens. Click OK when you are done.
   • Select Route to folder to route the entry to any folder in the repository. Click Browse to specify where the entry will be moved to or manually enter a folder path. Entries can only be moved to a location in the repository specified. Click to use tokens.
     
2. Under Move action, select the type of action to be taken.
    
   • Moving the entry will relocate it.
   • Copying the entry will duplicate the entry.
   • Creating a shortcut will place a shortcut to the entry at the destination specified. Select Cleanup shortcut when finished for the shortcut to be deleted at the completion of the workflow.
3. Under Perform Action On, select which entry this activity will be performed on.
   
• Select Entry to perform this activity on the entry that starts the workflow.
• Select Entry's parent folder to perform this activity on the folder that contains the entry that starts the workflow.
• Select Folder _ level(s) up to perform this activity on a folder that is a parent, but not the immediate parent, of the entry that starts the workflow. Enter the number of levels desired. Give me an example.

Example: If the Finances folder contains the Tax Documents folder, and the Tax Documents folder contains the 2007 Taxes document, the Finances folder is a parent, but not an immediate parent, of the 2007 Taxes document. In this example, the Finances folder is two levels up from the 2007 Taxes document.