This month's CDI Consultant’s Corner article, provided by Software Trainer, Kyle Knebel, walks us through the advantages of using Laserfiche Connect.
Laserfiche Connector is a great add-on that can read information from an application or web page and then use those values to complete an activity, like pre-filling in some fields on a Laserfiche form or searching the Laserfiche repository.
Automatically filling in fields on a Laserfiche Form can save time and help avoid typing errors (typos).
The following article describes the steps needed to make this process work.
Identify your source of information and your target Laserfiche Form
1. First, you want to identify the application and the specific screen that displays the information you are interested in using. This is your source of information.
a. Open the application and navigate to the page where you will normally find the information you want to copy.
2. Open Laserfiche Forms and start the "Business Process" (in other words, the Form) that you want to fill out. This is your target Laserfiche Form application.
In our article today, we are going to use a "Profile" page as our example source web page, since it has a few simple fields that contain data. We will then push this information to the Forms web site.
Configure Laserfiche Connector to capture the source data
This requires that the installation of Laserfiche Connector is customized to include the Profile Wizard. If Connector is installed in Runtime mode, you won't be able to build a new Profile. If you see that there is no Add Profile… option when you right-click on the Connector icon; this will indicate that Connector was installed in Runtime mode. This just means that Connector can run any pre-built profiles, but it won't be able to create any new ones at this workstation. For this article, we will assume that the Profile Wizard has been installed.
1. On the Taskbar, click and expand the hidden icon area on the right side of the Windows taskbar, then right-click on the Connector icon.
2. Click on Add Profile…
3. The Profile Creation Wizard pops-up and you will give the profile a name and define an action. The Profile name can be anything you like, and the action will be Launch a website. Press Next to continue.
4. You'll need to select the application that will act as the source of data. Click the Add Application button.
5. Click and drag the target cursor onto the website page that contains the source data. In this case, we will drag the icon onto the Laserfiche Support Profile page that has already be loaded prior to this step.
6. Once the source application has been registered on the screen, press the Save button. Note: you can use the whole website or just that particular page. A best practice is to use the page only, which is the default setting.
7. Use one or more tokens to capture the information from the web page fields. Each token will match a field on the web page. In our example, we're going to capture three tokens: Last Name, First Name, and Email address. Click-and-drag the target reticle icon onto the source field. Make sure it returns the value that is in the field itself. For example, if you drop the cursor onto the Last name field, it should show my last name of "Knebel" in the token content box.
Make sure to label each of your Token Names, don't leave it as INPUT.
When done adding all the tokens you want, click Next.
Configure Laserfiche connector to load the Laserfiche From and pre-fill the fields
At this point, you are ready to specify the Laserfiche Forms website and pass the values that you previously captured into the Form. This is accomplished by building a URL that includes some parameters, as they are called.
The URL is constructed of the Base URL plus the parameters. The Base URL is obtained from your published Form. The parameters will be added using the token we just defined in step 7.
8. In Laserfiche Forms, go to the Manage page and click on Options beside the process containing your Form. The form URL will be displayed under Link. Click Share next to the form URL to copy the form URL to your clipboard.