From speeding up employee onboarding to taking the headache out of records retention, Laserfiche workflows can give your employees back hours of their time each week. And best of all, you don’t need to be an IT professional or computer programmer to set them up. Learn from guest contributor Amy Johnson how to design your first no-code Laserfiche workflow!
As the Systems Administrator in the Commissioner of the Revenue’s Office, I designed and implemented the department’s workflows myself. Hanover County IT department only provides support – not configuration. Here are some of my strategies for planning, designing, and implementing your very first workflow. I know it can seem scary, but you can do it!
How to Design Your First No-Code Laserfiche Workflow
Our first no-code workflow dealt with obtaining Statutory Assessment worksheets. It routed them to managers for approval and then to the records folders for storage and retention.
Ask yourself whether you are automating a process or trying to solve a problem. If you see or experience an actual breakdown in the efficiency of the current process, then you should first solve the problem before automating the process.
The Visit Building Laserfiche Workflows Certification course taught me how to approach planning, diagramming, and designing my workflows.
The many white papers and training videos available on the Learn and Support Site provide specific details on various aspects of the workflow design process.
Your VAR/Solution Provider is also an excellent resource. I put MCCi support on speed dial and called them whenever I ran into problems or lost my confidence.
Gather all the stakeholders in one place and come up with a diagram of how the business process automation should look. I invited the managers who are responsible for approving the Statutory Assessment worksheets as well as the division manager to join me. I drew out the whole process on a piece of paper, and we discussed the detailed steps together, going into such specifics as to how the manager would prefer to approve the worksheets (with a template field or a personal stamp).
Remember that it is OK to change or revise current processes to make your workflows as efficient as possible.
- You must have Workflow Designer installed on your computer or on the machine where you want to create the workflow.
- It is best practice to create a user account for Laserfiche Workflow in the Administration Console. This user will be the one performing the automated tasks when the workflows run.
- The Workflow user should be excluded from being able to initiate workflows to prevent “runaway workflows” – workflows that keep initiating themselves in an endless loop.
- Make the entry type (document, folder, etc.) and path as specific as possible to prevent the workflow from starting when you do not want it to.