Summary

This article lists the new features and changes for Workflow 9.1

New Features

Workflow Web

Workflow Web presents a Web application for viewing workflow information. Use a Web browser to search for workflow/business process definitions and instances and view workflow details and metrics. Workflow Web contains a unique view for workflows that are business processes. When viewing a business process workflow definition or a completed instance of a business process workflow, Workflow Web can present a streamlined overview of the business process steps of the workflow.

Workflow Web can be a light-weight alternative to having to install the full Workflow Designer if you only need to view workflows. If the Workflow Designer is installed on a workstation, Workflow Web will allow you to directly launch the Designer from within Workflow Web if you need to modify Workflow information.

New Activities

• Create Exchange Item: This activity creates a new task, appointment, or contact in a Microsoft Exchange account.
• Update Exchange Item: This activity allows you to update an Exchange item created by a Create Exchange Item activity earlier in the workflow.
• Delete Exchange Item: This activity allows you to delete an Exchange item created by a Create Exchange Item activity earlier in the workflow.
• Create iCalendar File: This activity creates an iCalendar event or to-do file that you can attach to an Email activity. The email recipient can then import the received file into an iCalendar-compatible email or calendar client program.
• Read XML: This activity allows you to use XPath expressions to traverse and read XML. Example: You have an HTTP Web request activity that receives an XML response. You can use that response as the XML source in a Read XML activity to parse the response.
• Retrieve Version History: Use this activity to retrieve the version history for a document. You can choose specific version information to retrieve for each version as well as only retrieve the last x number of versions on the document. A summary token is available that contains the history in a pre-formatted table.
• Version Control: This activity enables version tracking on a document.
• Download Electronic Document: This activity retrieves the electronic file associated with a Laserfiche document and makes the file available as a token. Example: Your repository has XML documents that contain information necessary for steps later in a workflow. You can use the result of a Download Electronic Document activity as the source XML document in a Read XML activity to retrieve the necessary information.

Updated Activities

• Find Entry, Find Entries, and Search Repository: The Find Entry, Find Entries, and Search Repository activities can now retrieve many additional properties about a found entry and make those values available as tokens
• SDK Script and Script: You can now configure whether Workflow considers unhandled exceptions in an SDK Script or Script activity as a warning or as an error that will terminate the workflow. The activities default to using RepositoryAccess 9.1.
• Email: When configuring an attachment in the email activity, you can now switch between attaching a Laserfiche entry or a file. File attachments include: the result file from a Create iCalendar File activity or a Download Electronic Document activity, file attachments from Laserfiche Forms, or the current file in a For Each File activity
• Create Entry: Create Entry now includes additional options to return an existing entry if one already exists in the destination, enable version tracking on a newly-created document, or set the workflow starting entry to the newly-created entry.
• Escalation: Escalation Activity now allows activities in the escalation branch to reference objects created in the primary branch.
• For Each Activities: All For Each activities now include an iteration token.

New Token functions

• Remove: Remove the specified value from a token list.
• RemoveAt: Remove a value from a token list at the given index.
• Sum: Sum the values in a multi-value token.
• Avg: Calculate the average of the values in a multi-value token.
• RemoveEmptyValues: Remove the empty items from a multi-value token.
• ToTitleForm: Capitalize the first letter of all words.

Business Process enhancements

• Configure field value and tag requirements on a business process rule such that the Workflow Server will validate that the required field values and tags are set on a document before starting the business process.
• The search results pane now includes 2 additional columns for business process instance name and business process instance status.

Miscellaneous Server Features

• Email notification for terminated workflows: Workflow can now email administrators when a workflow is terminated. You can configure terminated notification settings on an individual workflow definition or use the Workflow Administration Console to set up a notification timer. Workflow can then periodically email a list of workflow instances that have been terminated since the last notification. The list can be links to view the instances in Workflow Web.
• In addition to user redirects, the Laserfiche Connection Redirects node now also supports rules for redirecting connections from one Laserfiche server and repository to another Laserfiche server and repository.
• When adding a custom property on a trustee directory, you can specify an Active Directory attribute. Workflow can look up the specified attribute name in Active Directory and import the value into Laserfiche as a trustee attribute. For example, specify userPrincipalName to look up a user's UPN as specified within Active Directory.
• Additional Laserfiche Forms Tokens: Use the Properties dialog box for a workflow definition to mark a workflow with a Started by Laserfiche Forms attribute. Additional Laserfiche Forms tokens are available as input parameters.
• Debugging feature: Workflow will automatically log tokens for terminated workflow instances.

Fixes and Changes

• Workflow now uses RepositoryAccess 9.1.
• The Assign Token Values activity now defaults to Append to existing values when modifying a multiple value token.
• The Laserfiche Connection Redirects now correctly affect the ConnectToRA method in SDK scripts. (101393)
• You can now add the Workflow Web Service component through the Windows Add/Remove Programs option. (102340)
• In non-English operating systems, if you remove the Everyone group from the Business Process Rule's Security and want to add it back, you no longer need to insert a backslash in front of the name of the Everyone group. (95959)
• You can now search by display name for business process step participants. (91548)
• Custom trustee properties are now available in the token menu the first time you open the Routing Activity Options dialog for Route Entry to User and Route Entry to Group activities. (85823)
• Workflow now refreshes the field list for the Retrieve PDF Form Fields and Fill Out PDF Form activities when the PDF master form is replaced. (72786)

Related Links

1013346 Release Notes for Workflow 9.1