Template

The Template property box determines how the Assign Field Values activity assigns a template to a Laserfiche entry.

Tip: Create templates in the Laserfiche Administration Console.

To configure the Template property box

1. Add the Assign Field Values 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. In the Template property box, select how you want to handle the template associated with the entry being acted on:
• Keep the current template: Select this option if you want to keep the template, if any, that is assigned the entry being acted on.
• Unassign the current template: This option will remove the template from the entry being acted on.
• Assign the following template: To assign a new template to the entry, choose a template from the drop-down box. Alternatively, click the Token button (right arrow) to use tokens.

Note: If templates may have been added or removed from the Laserfiche Server while you are designing your workflow or business process, click the Refresh link to update the list of available templates.

Example: If you create a new template in the Laserfiche Administration Console with the Workflow Designer open, clicking Refresh will add the new template to the Assign the following template list.

4. If you are applying or removing a template, the Remove fields from unassigned templates checkbox will become enabled. Select this checkbox if you want to remove all fields associated with the entry's starting template. If this checkbox is cleared, the template's fields will remain associated with the entry even though the template is removed.