List of Changes for Workflow 10.

November 25, 2015 | KB: 1013694
Workflow 10

Summary

Laserfiche Workflow 10 is a major release that adds several new activities and miscellaneous improvements.

Update Word Document Activity

Use the Update Word Document activity to dynamically create Microsoft Word documents from a document template. The activity can automatically generate personalized letters, agendas, permits, forms, or any other document type that can be constructed using token substitution. The activity supports two options:

  • Find and replace: Specify a search string and replacement string.
  • Process Microsoft Word Merge Fields: Configure the activity to process merge fields and insert values for the specified merge fields.

New Activities for Laserfiche Forms 10

Workflow 10 adds new integration options with Laserfiche Forms. You can now launch a Forms process from within a workflow, and pass information from a workflow to a Forms process.

  • Invoke Business Process activity: Start a Laserfiche Forms business process.
  • Set Business Process Variables activity: Set output parameter values that will be processed by Laserfiche Forms. This allows you to update the variables of a Forms business process using a workflow.

Create Automatic Replies Activity

This activity allows Workflow to configure options for Microsoft Exchange automatic replies (Out of Office).

PDF Metadata Activity

Add the PDF Metadata activity to a workflow to read or write PDF metadata values on a PDF file.

Miscellaneous Improvements

  • Token Calculator formula support: The Token Calculator activity now includes formulas when creating custom tokens.
  • Email attachment watermarks: You can now configure a watermark for email attachments sent through the Email activity.
  • Additional business process security requirement for Web Access 10 and Laserfiche Client 10: The Workflow Administration Console now has additional options in the Advanced Server Options dialog box for starting business processes. Workflow can now check that the initiator has a valid access token.
  • The Workflow Configuration Manager includes a Server Resource Summary link that can display summary report of general information on your Workflow Server.