Entries To Find

The Entries To Find property box determines where the Find Entries activity looks for entries.

Note: If you want to return only an individual document, rather than the parent folder, use the Find Entry activity instead.

To configure Entries To Find

1. Add the Find Entries 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. Use the drop-down menu to either find entries in a specified folder or find entries in the same folder as a specified entry.

Example: The Financial Statements folder, inside the Accounting folder, contains several statements. If you select to find the entries in the folder Financial Statements (specified by either its ID or path), then all of the statements inside that folder will be returned. Show me what that looks like. If you select to find the entries in the same folder as the entry Financial Statements (specified by either its ID or path), then all the entries inside the Accounting folder will be returned. Show me what this looks like.





4. Under Entries To Find in the Properties Pane, determine how you want to find entries.

To find entries based on their ID number

All documents, folders, and shortcuts stored in a Laserfiche repository are assigned a Laserfiche Entry ID number. If you choose to find entries based on an ID number, the entry with the specified ID does not need to stay at the same path for the Find Entries activity to find it.

1. Select with ID.
2. Type an entry ID, or click the Browse button (ellipsis) to open the Browse Laserfiche Entries dialog box. Alternatively, click the Token button (right arrow) to use tokens.

Note: If the ID refers to a document or shortcut (instead of a folder), the activity will return all the entries in same folder as the document or shortcut.

To find entries based on their location in a repository

If you choose this option, the entry you specify a location for must stay at the same path for the activity to run correctly.

1. Select at.
2. Type a location path, or click the Browse button (ellipsis) to open the Browse Laserfiche Entries dialog box. Alternatively, click the Token button (right arrow) to use tokens. You can only enter a destination within the Laserfiche repository selected in the Connection Profile.

Note: If you browse to or specify a path to a document or shortcut (instead of a folder), the activity will return all the entries in same folder as the document or shortcut.

5. Optional: If you select to find the entries in the same folder as the entry and the entry is a shortcut, you have an additional option.

• Select If the entry is a shortcut, use the document or folder that it references to retrieve entries in the folder where the actual entry is located. If you don't select this option, the activity will return the documents in the folder where the shortcut is. Give me an example.

Example: The folder "Budget" contains the documents "Budget 2010", "Budget 2009", and a shortcut to the folder "Budget Policy". The actual "Budget Policy" folder is inside the "Company Policy" folder. If you select Find the entries in the same folder as the entry and browse to the "Budget Policy" shortcut, by default, the entries returned by the Find Entries activity will be "Budget 2010" and "Budget 2009". See which files are returned. If you check the box next to If the entry is a shortcut, use the document or folder that it references, the entries in the "Company Policy" folder will be returned. See which files are returned.