Creating Your First Starting Event in Laserfiche Cloud
- CDI
- 35 minutes ago
- 3 min read
By Kyle Knebel
May 2025 Consultants Corner
Laserfiche Cloud Administrators will love this month’s blog post. We’re going to dive into how to set start rules on business processes in Laserfiche Cloud. Let’s take a look!
Before we get started with Starting Events, you will probably have already built a Workflow. Workflows are started by Start Rules, so the assumption here is that we are building a Start Rule to run a Workflow.
Once in the “Global” main page of the Process Automation section, you’ll want to select “Starting Events”. It’s the top middle button, as outlined in the screenshot below.
A Starting Event can either be Conditional or Scheduled. Since only 25 active conditional start events can be set at any time, sometimes a single Start Event can and should be built with more complex logic in the rule itself, so that one Event is needed rather than several individual ones.
The list of Start Events is searchable and is also sortable by Status, Name, Last Modified Date, or Last Modified by user.
Creating a Starting Event begins with choosing either the Conditional or Schedules option from the “New” button.
Step one is where we set basic information about this Start Event.
For Starting Events, you’ll give it a Name, optional descriptions (only visible here) and then set the Enable event toggle.
The second step, Conditions, is where the listed requirements for starting the process go. Let’s look at a Conditional Starting Event.
Next, select one of the seven available event types. These relate to actions taken upon entries in the repository. The most common Event Types, in order, are “Entry Created”, “Entry Moved”, “Entry Changed” and “Entry Copied”. Hit the drop-down icon on the purple text to change the Event Type.
Below the Event Type, set your Event Options. This is a list of the requirements needed to successfully run the workflow. If all the logic in the conditions are met, then the workflow or business process will run.
Click the purple text to change the logic rules that will be applied to the list of conditions below. The most common is “If ALL of these are true”, however this may be different, depending on your scenario.
Here’s an example below showing that all three requirements must be evaluated to be true for the rule to start.
The entry must be a document
The Entry path must equal a specific folder, but not any subfolders. (you can include subfolders, but the logical “equals” should be changed to “Starts with”)
The entry must have a template assigned as selected.
The third section, Actions, tells the system what to run if the conditions are met. “Invoke a workflow” is the only choice available, but you should define which workflow will be run. And typically, the workflow is run on the document entry, which should coincide with the Entry Type you set in the Conditions.
The fourth area is a Summary screen where you can edit or update any configurations you may have previously set.
For Scheduled Start Rules, it’s even easier.
Almost everything is the same, however, the Conditions section is used to define the Schedule.
Schedule options include Starting Date and time, as well as Time Zone. The Schedule can be set to Repeat.
As seen below in the screenshots, repeat options include “Daily”, “Weekly” or “Monthly”, and each have associated options.
Options to Rerun the schedule periodically on a proscribed time or to stop the schedule on a date/time are available, as well.
As you can see Start Events can be an efficient and effective way to run Workflows in your Laserfiche Cloud environment.
Have a great month!
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