Summary
Laserfiche introduces various new features with Laserfiche Workflow 10.4. You can now annotate text (e.g., redact, highlight) on a document with the Apply Text Annotation activity; apply records management properties to your Laserfiche entries with the Set Records Management Properties activity; and retrieve the geography property of an entry. The following sections detail the new features in Laserfiche Workflow.
Apply Text Annotation
The Apply Text Annotation activity annotates text (e.g., redact, highlight) on a document. The activity use regular expressions to find the text on a Laserfiche document you want to annotate. For example, a Human Resources representative may redact the first five numbers in an employee’s social security number before adding the form to a public folder in the repository.
Set Records Management Properties
You can set properties on individual records or records folders with the Set Records Management Properties activity. The activity includes various common records management actions, such as cutting off a record and setting a filing date.
Geography Token Type
Workflow adds the token type Geography. Tokens of this type can contain geographic points. Each entry in the repository has an associated geography, which is one or more geographic points associated with the entry. When an entry is found in Workflow, a Geography token is output. The token contain the geographic points associated with that entry. For example, the Find Entry, Find Entries, or Search Repository activity outputs the Geography token for the geographic points associated with the found entries. Each entry also includes a Geography Text token, which is of the String type. This token contains a description of the Geography token, usually a human-readable description assigned to the entry when the entry was added to the repository.
Rich Text Format Token Type
Workflow adds the token type Rich Text Format. This feature supports the new rich text field format supported in Forms 10.4. Tokens of this type contain richly formatted text (e.g., bulleted text, linked items). You can retrieve the token from Forms using a Retrieve Business Process Variables activity, and you can send the token to Forms using a Set Business Process Variables or Start Business Process activity. You can also insert the rich text, with its formatting preserved, into a Word document.
You can also format the token as plain text in Workflow. Formatting as plain text removes text formatting and line breaks. To format the token as plain text, use "PLAINTEXT" in the token value. For example, you use the Rich Text Format token from the Retrieve Business Process Variables activity and then use an Assign Token Values activity to modify the token value. The resulting token is formatted as
%(RetrieveBusinessProcessVariables_Rich_Text#"PLAINTEXT"#)
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