Trustee Provider Configuration

There are three ways that a workflow can interact with Laserfiche and Active Directory users or groups. A workflow can: 

• Assign Laserfiche repository rights to a user or group.
• Send an e-mail to a user or group.
• Route a Laserfiche entry to a user or group.

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

Routing to 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 two types of properties.

• Working Folder: A Laserfiche folder that Workflow 8 will associate with a user or group for routing purposes. Give me an example.

  Example: A workflow is designed to route a document to Ed. This can only be achieved if you assign Ed a specific folder in a repository. Folder assignments are defined in Workflow 8.

• Token value properties: A workflow can determine who to route a document to based on the value of a specific token. If the token matches a property (e.g., Display Name or E-mail address) assigned to a user or group, the document will be routed to the corresponding user or group's working folder. Give me an example. By default, there are four token properties that you can assign values to.

  Example: A workflow is designed to route documents to one of two possible users: Jeff or Debby. While processing, the workflow checks the value of a specified token. If the token value matches a property assigned to Jeff, the document will be routed to Jeff's working folder. If the token value matches a property assigned to Debby, it will be routed to Debby.

  • Display Name

  • E-mail address

  • First Name

  • Last Name

    Tip: You can create additional, custom tokens (advanced).

See also:

• Defining User Properties for Users/Groups