Activities

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An activity is a single, pre-built, configurable process designed to interact with entries in a Laserfiche repository. Activities are the building blocks of workflow definitions.

Each activity belongs to a category.

Routing Activities

In addition to routing Laserfiche entries, activities in this category can also assign a template to an entry, populate a field, assign a tag to an entry, send an e-mail, and use wait conditions.

• Route Entry to Folder
• Route Entry to Group
• Route Entry to User

Laserfiche Actions

Activities in this category are designed to perform actions on entries in a Laserfiche repository.

• Add Sticky Note
• Add Text Box
• Apply Stamp
• Assign Rights
• Attach Electronic Document
• Create Entry
• Delete Annotation
• Delete Entry
• Delete Shortcuts
• E-mail
• Fill Out PDF Form
• Migrate Entry
• Move Entry
• Move Pages
• Rename Entry
• Replicate Entries
• Schedule OCR
• Set Entry Owner

Laserfiche Metadata

Activities in this category are designed to interact with metadata on entries in a Laserfiche repository.

• Append List Field Choices
• Assign Field Values
• Assign Tags
• Copy Metadata
• Create Link
• Delete Document Signatures
• Delete Links
• Sign Document

Flow Control

Activities in this category are designed to control when, and according to what conditions, other activities are performed.

• Conditional Decision
• Conditional Parallel
• Conditional Sequence
• Deadline
• Delay
• End Workflow
• Escalation
• Parallel
• Rethrow
• Routing Decision
• Sequence
• Try-Catch
• Wait for Entry Change

Repeating

• For Each Entry
• For Each File
• For Each Row
• For Each User
• For Each Value
• Repeat

Information Gathering

Activities in this category are designed to retrieve information that can be used by other activities.

• Find Entries
• Find Entry
• Find Group
• Find Manager
• Find User
• Get Document Signatures
• Retrieve Document Text
• Retrieve Field Values
• Retrieve PDF Form Content
• Retrieve Shortcuts
• Search Repository
• Verify PDF Signatures

Token Creators

Activities in this category are designed to create and modify tokens.

• Assign Token Values
• Date Token Calculator
• Generate Web Access URLs
• Generate WebLink URLs
• Pattern Matching
• Token Calculator

Enterprise Integration

Activities in this category are designed to interact with information stored in databases.

• Custom Query
• HTTP Form Post
• HTTP Web Request
• Insert Data
• Query Data
• Update Data

Workflow Actions

Activities in this category are designed to perform actions specific to Laserfiche Workflow.

• Change Starting Entry
• Create Checkpoint
• Invoke Workflow
• Script
• SDK Script
• Simple Synchronization Sequence
• Track Tokens

Business Process

Activities in this category are designed to perform actions specific to business processes.

• Associate Entries
• Business Process Step
• Update Business Process
• Update Participants
• Update Step Due Date
• Update Step Instructions

Integration with SharePoint® Sites

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Activities in this category are designed to create and delete list items on a SharePoint® site.

• Create List Item
• Delete List Item

Laserfiche Forms

Activities in this category are designed to interact with Laserfiche Forms.

• Retrieve Laserfiche Forms Content