This month’s Consultant’s Corner article focuses on the search feature, Advanced Searches on Entry Access Rights. This search feature was first made available in version 10.3. Below CDI’s Software Trainer, Kyle Knebel, will walk you through how to locate entries with specific Entry Access Rights directly assigned to them. *Please note, these searches do not return entries that inherit the specified entry access rights. Let’s begin. An Advanced Searchis accomplished by using the Search Syntax box in the Windows or the Web client. Security searches are not currently available in the User Interface (UI). Web Client: Windows Client (check the box to Include search syntax in query): Here are four example searches that might be useful: 1. Finding entries where trusteename has security assigned to them (or denied to them). This search uses trusteein order to find all entries where the user is explicitly assigned. For example, let’s find entries where the user Jane is explicitly assigned to entries. The syntax would be: {LFACE:trustee="Jane"} Or, let’s find entries where the group LFUsers is explicitly assigned to entries. The syntax would be: {LFACE:trustee="LFUsers"} Finally, if you wanted to find all entries where an entry access right of either Allow or Deny is explicitly granted the syntax would be: {LFACE:type = “*”} 2. Finding entries where security is allowedor denied to a user or group. This search uses trustee and typein order to find all entries where an entry access right is either allowedor denied. For example, let’s find entries where the user Jane is explicitly denied on entries. The syntax would be: {LFACE:trustee="Jane", type="Deny"} Or, let’s find entries where the group LFUsers is explicitly allowed on entries. The syntax would be: {LFACE:trustee="LFUsers", type="Allow"} 3. Finding entries explicitly assigned with the specified scope (regardless if allowed or denied). This search uses scope to find entries with the indicated scope(s). There are nine scope types available. The most commonly used is all, which will find the scope of This folder, subfolders, and documents. The syntax would be: {LFACE:scope = “all”} Or you can use notthisentry, which will find the scope of Subfolders and documents only. The syntax would be: {LFACE:scope = “notthisentry”} Here’s the list of all the scope types available in this search syntax: documentsonly: Documents only thisentry: This entry only folders: This folder and subfolders foldersonly: Subfolders only immediate: This folder and its immediate children immediatechildren: Immediate children only immediatedocuments: Documents that are immediate children only notthisentry: Subfolders and documents only all: This folder, subfolders, and documents 4. Finding entries where a trustee is granted or denied any combination of rights. To find entries that are assigned both the Browse right and the Read right, and that may also have other rights, the syntax would be: {LFACE:rights = “BrsRea*”} To find entries where the explicitly assigned entry access rights are anything other than exactly and only the Read and Browse rights (entries with explicitly assigned rights in addition to both the Read and Browse rights will be included in the results) , the syntax would be: {LFACE:rights <> “BrsRea”} To find entries where users who are not the ADMIN user have not been explicitly assigned any rights, the syntax would be: {LFACE:rights = “---“, trustee<>”ADMIN”} Here’s the list of all the three-character strings available in this search syntax: brs: Browse rea: Read mcn: Modify Contents ada: Append Data del: Delete Entry ren: Rename dpg: Delete Document Pages san: See Annotations ann: Annotate red: See Through Redactions wme: Write Metadata crd: Create Documents crf: Create Folders rac: Read Entry Security wac: Write Entry Security cow: Change Entry Owner srd: Set Last Review Date frz: Freeze/Unfreeze evt: Set Event Date cls: Close/Reopen Folder ---: (three dashes) indicates that no rights have been explicitly assigned. Thank you, Kyle! Be sure to try out these unique searches the next time you want to find entries based on which trustees have entry access rights assigned to them for an entry, the specific entry access rights involved, whether the right is allowed or denied, or the scope of that right. We’ll see you next month!

In this month’s article, CDI’s Software Trainer, Kyle Knebel, will review how to use Laserfiche Connector to pre-fill field values in a Laserfiche Form. Laserfiche Connector can capture data from a screen or application and use it for many purposes. In this three-part example, we will use that data to open a Laserfiche Form and pre-fill the fields with the data captured by Connector. Let’s begin. Part 1: Create the new Connector Profile, as described below. 1. Add a new profile. From the hidden icons on your taskbar, right-click on the plug icon, then choose Add Profile… 2. Name the Profile and set the Action. We will call this profile Forms Pre-Fill and set the action to Launch a website. Part 2: Capture the data from your source, as described below. In this example, we are using the Laserfiche Web Client and we will be capturing the First Name and Last Name values from the template assigned to the client folder. 1. Click the Add Source Application button. 2. Drag the target icon (reticle) to the application (our Web Client, in this case) until the application is surrounded by a red outline, then release. 3. Set the Get Information configuration: i. Set the Apply profile to radio button to This page only (#1) ii. Edit the page URL and put the dot asterisk “,*” after the repository name in the URL string. This will set the button to work only when you are logged into this Laserfiche repository (#2). iii. Press Save (#3). Connector will analyze the website before proceeding to the next step. 4. Next, we need to define the tokens with which to gather data. As shown below, drag the Token capture icon (#1) and drop it on the first field that will provide the data. Click the Add token link (#2) for each additional field token that you want to capture. First field to be captured: Change the name of the token to reflect what information it is capturing. Next, we are going to add the 2nd token. Now we have two tokens to use next: Part 3: Specify and open the Forms website and insert the pre-filled data, as described below. 1. Set the URL and insert the tokens as parameters. In the URL you can put tokens that are used to fill in the Form fields. For Laserfiche Forms, each field has an name. We want to fill in the field called Name. We use the “?” to indicate a parameter value is being used on the web page. 2. Set the icon size and keyboard shortcuts (optional), then test the profile. 3. Press the Test button to check that the metadata is grabbed from the selected screen. 4. Press the Finish button to save the profile. The button will now launch a Form from the Web Client folder you are viewing and fill in the information. You can extend this functionality to any fillable web page by using the steps outlined above. If you need to fill out more fields on the form, simply add more tokens during the Get Information step. Pre-filled fields with the data captured by Connector complete. Note: Please be aware the Chrome browsers need some additional command-line configuration, which is outlined in the Laserfiche Online help files. Thanks, Kyle! Your guidance on using Laserfiche Connector to pre-fill field values in a Laserfiche Form is sure to help many organizations add greater functionality and gain time savings. If you have additional questions or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight shines bright on one of our busiest and well-known team members, Kelsey John. Kelsey, how long have you been at CDI, and what responsibilities do you have? “I am the Client Services Coordinator here at CDI in the Hudson, WI office and have been with the company three years this June. As the Client Services Coordinator I receive and assign out meetings and project requests for our Support, Consulting and Development team. I manage the team's calendars and meetings so chances are if you have scheduled a meeting, you have worked with me to do so. I also do a few other tasks here and there such as reporting, but the majority of my day is spent responding to emails and coordinating meetings.” Can you tell us more about yourself? "I have two children, ages 7 and 5, who keep me pretty busy. In between work, time with the kids and family, I take every opportunity to travel whether it’s a large or small trip. I am in the midst of planning a big trip to Norway to see some family and explore family history in the next year or so.” Is there anything about you that your clients wouldn't believe or would be surprised to know about you? “I am currently in a walking boot for two weeks due to attempting a new trick in Ariel Silks. Needless to say, the trick didn’t go as planned. No broken bones, just an extreme sprain with a very swollen and entirely bruised foot/ankle/lower calf. Also, my children and I are living with my parents as we wrap up remodeling a home I purchased two years ago. We completely gutted it, added on a large addition and are doing the majority of the construction ourselves so it has taken quite some time to get to this point. Getting excited as we are in the fun stages of painting!” What is the best part of your job here at CDI? “I love working with a variety of people and trying to figure out the daily puzzle of calendar scheduling.” What is the most challenging part of your job here at CDI? "Sometimes keeping up with the requests and fitting people into a packed calendar can be challenging." Thanks, Kelsey! We appreciate you taking a moment to share more about yourself and your role here at CDI. Your endless dedication and excellent service to the 650+ organizations we service internationally helps make CDI stand out from the rest.

As a follow-up to the previous article, “Generating a Microsoft Word Contract from Laserfiche Forms Data,” this post focuses on how Laserfiche can be used to capture a signature from a Laserfiche Form and insert it directly into a MS Word document! In this month’s article, CDI’s Software Trainer, Kyle Knebel, will guide us through how to accomplish the insertion of a signature into a MS Word document. Most of these steps are outlined in the article linked above. Kyle, what document type will you be showing us for the example today? The steps included below will outline signatures on a Contract document. 1. Create your MS Word document. a. First, you should get your document set up in MS Word. b. For example, in the text area where the signature appears, enter the special word “1CompanyName1”. We will later use the Find-Replace function to replace the boilerplate text with the actual name that was typed in Laserfiche Forms. c. Following this same idea, we could add some text like “2EffectiveDate2” where we want to replace it with the actual contract effective date. d. And the same for the expiration date, we could add some text like “3ExpirationDate3” where we want to replace it with the actual expiration date. e.The signature field is going to be different. We need to use a MS Word Merge Field. You will place the merge field as desired, but it must have the following format. It must be prepended with “Image:”. For example, the field could be created called “Image:Signature1”. The colon is crucial. i. To insert a Merge field, select the Insert Tab, then select the Field option from the Quick Parts Menu option in the Ribbon Bar. or ii. Next, choose the “MergeField” type and enter the Field Name in the top-right corner. It must be in the format of “Image:{anything}”. For example, “Image:Signature1” would be entered without quotes. f. Save the new MS Word document to a windows folder. Later, you will upload this document as a Master Document within the Update Word Document Workflow activity. 2. Creating the Laserfiche Contract e-Form and Business Process Next, you’ll want to add a Signature Field to your Form that you just built in the Laserfiche Forms Business Process. a. Open Laserfiche Forms and click on the Manage tab. b. Once in the Designer Screen, skip down to the Forms section and open the appropriate form or create a new form. c. Insert the Signature Field. d. Go to the Process Diagram section in the Process Designer. e. Configure the process steps to send the Contract Metadata to Laserfiche Workflow. 1. Drag the Start Message Activity to the canvas and release it. 2. Open the details pane of the Message Start Event on the right side of the screen. 3. Set the Starting Form (there should only be one) 4. Next, drag the Workflow Service Task Activity to the canvas 5. Click on the green Message Start Event so that you see the connection arrow above it. 6. Connect the activities with an arrow from the green Start Event linked to the Workflow Task. Click and drag the arrow over to one of the Service Task’s connection points and release onto one of the points. 7. Click on the Service Task icon and open the details pane, then enter the Workflow Name. Let’s call it “Contract – MS Word”. *Note: The workflow has yet to be built, but we will name it here in this step, and use the same name when we build the workflow. 8. Drag the End Event Activity to the canvas. 9. Connect the Service Task to the End Event. f. Save the Process Diagram by clicking on the Save button at the top right of the screen g. As you can see, the Business Process is very simple, with just three steps. We can now move on to the Laserfiche Workflow Designer. h. Navigate to the Settings > Access Rights section and assign the users who will be using this form, and then go to the Settings > Process Options to publish the workflow. 3. Creating the Workflow to Generate the MS Word Contract document. a. Launch the Laserfiche Workflow Designer windows application. b. Name the new workflow as you named it in the Forms Service Task and connect it to the local Laserfiche Repository using the Manage Workflow Connection Profiles link. c. Build the Workflow Activities that will fill out the MS Word Contract. i. Drag the Retrieve Business Process Variables Activity to the workflow canvas. ii. Set the properties on the activity to connect to the Forms server, set the Form and select the field values to Retrieve. iii. Next, add the Update Word Document Activity iv. Configure the properties of the activity by uploading the Contract document you just edited (the one with the replaceable text). Press the ellipsis button to select the Word file attachment. v. Press the Add button, press the ellipsis button and select your Word file. Click OK, then press Close. vi. Next, modify the Update Word Document activity so that it runs the Find-Replace Function that updates the values for the contract. · In the Modifications property box on the right-hand pane, Press New… · Using Find Replace for the company name field, enter the “Find what:” value as the replaceable text, which in our example is "1CompanyName1". 1. Check “Match case”, “Match whole word” [1] and enter the token for “Replace with:” value [2]. 2. Select the %(RetrieveBusinessProcessVariables_Company) token and click OK. In our example, we will have three Find-Replace Modifications. vii. Add the other Find-Replace modifications by adding the other Date Replacement Fields. viii. To add the signature, we need to create a new Simple Field Merge Modification. 1. Click New… and select Type: Simple Field Merge 2. Click on the Import field names from the document hyperlink and say Yes to the confirmation pop-up. 3. You should now see a Field name listed; allowing you enter the Value that should be inserted into the Merge Field. 4. Click OK to save the modification. You should now see four modifications in the list. ix. To store the Contract as a signed document in the repository, you’ll use both the Create Entry Activity and the Attach Electronic Document Activity. 1. Drag the Create Entry activity onto the canvas, after/under the Update Word Document Activity. Set the properties of the activity… 2. Then add the Attach Electronic Document Activity. Set the properties on the activity. Choose Activity as your Source… Set the Update Word Document>Result File as the source… Set the Attach File To as Other Entry and select Create Entry>Output Entry… Click OK. d. Publish the new workflow, which will not require any conditions nor a schedule. It should Validate without errors, but if you get any warnings or errors, correct the issue and then republish. Validation will run and then you can press No when asked if you want to create start rules. Since the Forms process starts the workflow, there is no need to give Workflow any start rules for this workflow. You're Done! Before: After: Thanks again, Kyle! Now that readers have completed all three steps, it’s now time to sign some contracts by filling out that new Form. If you have any questions or wish to speak with a CDI professional team member for assistance, contact us at support@cdi.support.

Laserfiche 10.4.2 is now released! This release includes new features as well as performance and bug fixes for Laserfiche Forms, Workflow, Directory Server, and Laserfiche app. Also recently released is Import Agent 10.4, including security and configuration enhancements for email archiving. New capabilities include: More easily deploy and install Laserfiche for on-premises, virtualized, or Azure/AWS private cloud environments with an expanded deployment toolkit that reduces implementation time Multi-factor authentication for LFDS users Better identify process bottlenecks and inefficiencies using out-of-the-box insights reports that monitor process health metrics, such as task loads, work-in-progress, and process completion rates Expanded control to troubleshoot Forms business processes with new skip, retry, and interrupt actions for active steps Enhanced mobile image capture with support for front-facing cameras and improved capability to auto-crop documents using back-facing cameras More options to download the Laserfiche app, now available through the Microsoft Windows App Store, Business Store, and Education Store, and more! To learn more or to download Laseriche10.4.2, log in to Laserfiche Answers.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight shines bright on another one of our newest team members, Joshua Emilio. Joshua, how long have you been at CDI, and what responsibilities do you have? “I started working at CDI last September as a Business Process Consultant. Since then, I have been training with Aaron and the rest of the consulting team to understand Laserfiche as well as how to successfully support our consulting opportunities. Being a Business Process Consultant, I am responsible for setting up and configuring Laserfiche for our clients. It has been very eye-opening learning about Laserfiche and the capabilities it has for enterprise use, and I can’t wait to help our clients to maximize the potential of Laserfiche for their use.” Can you tell us more about yourself? "I am a fresh graduate from the University of Washington here in Seattle, and I was originally from Jakarta, Indonesia. It has been a fun adventure here in the States and I look forward to exploring more of the country and its huge culture. Furthermore, I have enjoyed Seattle and Washington State a lot as it has a lot of nature such as mountains and lakes.” Is there anything about you that your clients wouldn't believe or would be surprised to know about you? “I think a lot of you will be surprised that I have an identical twin who also studied here in Seattle, as well.” What is the best part of your job here at CDI? “The best part of my job is the variety of work I do day-to-day. We have a huge variety of clients and needs, and it is always freshening to deal with different tasks daily.” Thanks, Joshua! We appreciate you taking a moment to share more about yourself and your role here at CDI. You're a fantastic addition to the CDI team and a great asset to many of our clients. We look forward to seeing your skills and expertise in action.

Each month the CDI Employee Spotlight showcases individual CDI staff members, highlighting not only their tireless work contributions but also who they are as a person. This month’s spotlight shines bright on one of our newest team members, Mitul Poshia. Mitul, how long have you been at CDI, and what responsibilities do you have? “I was recently hired on by CDI in September of 2019, as a Business Process Consultant. My job here is to develop business solutions that help solve my client’s needs.” Can you tell us more about yourself? “Yes, I was born and raised in Central Washington. It’s an amazing place for any outdoor sport. Personally, I like going hiking, camping, and boating in the summer. In the winter, you catch me snowboarding down a mountain. My biggest passion since a young age has been with electronics and technology, where I would build systems, networks, and websites.” Is there a Laserfiche feature or CDI product or service available that you are surprised more clients don’t take advantage of? “Hands down Quick Fields has blown me away. It is essentially a very simple program that takes a document, scans it into Laserfiche, and assigns the metadata based on your document text. Just this little process can save a lot of time when you have 1,000s of documents that need metadata assigned. Once Laserfiche has the document, Workflow, the powerhouse of Laserfiche, can do anything you like with the document thereafter.” Thanks, Mitul! We appreciate you taking a moment to share more about yourself and your role here at CDI. We love having you here and are excited for the opportunity to have you serve more and more CDI clients for years to come.

Welcome to the October edition of CDI’s “Consultant’s Corner.” In this article, CDI’s Software Trainer, Kyle Knebel, walks us through the need-to-know secrets of the new Laserfiche Mobile App, 10.4. This updated Laserfiche app lets you work with business processes and documents, interact with Laserfiche Forms, capture and work with documents in and outside your repository, and search for information while on the go. Kyle, what is new in the latest version of the Laserfiche App 10.4? The 10.4 release of the Laserfiche App introduces a number of new features including: More biometric support New recycle bin Searching for documents on a map by their location description Bulk approval of forms tasks New forms tasks sorting options are now available Forms tasks can be opened directly in the app through email notifications. What is the new recycle bin? In Laserfiche App 10.4, when deleting documents, pages, electronic files, or folders, the items can now be sent to a recycle bin instead of being immediately deleted. Prior to 10.4, the app would immediately delete these entries. How do you mark a document with a location when using the app? Many of our devices are set up to capture location data when we take photos. If you want to upload a photo to the Laserfiche repository with location data, the App will provide a location editor bar in a grey box at the bottom of the image. Tap this box to enter the location, which can be from the EXIF data in the image, or your current location, or from a map location you pick out. If you have turned off GPS location services in your photo app, you might have to pick a location from a map or from your current location (check your device’s Privacy settings to be certain). How do you search for documents on a map by location description? In the main navigation menu, select Maps You can search by neighborhood, address, city, state, zip code, or location description within the zoomed-in area. What’s new with biometric support? Now, Android users can use fingerprint authentication on those devices that support it. This feature was previously available only to Apple iOS devices. How do you approve forms tasks in bulk (LF App 10.4)? To bulk approve multiple tasks at once in your Laserfiche Forms Inbox, select more than one task by checking the checkboxes to the left of each task, then press the more options icon (vertical bullets) in the top-right corner and select the Submit option. How can you sort forms tasks? By clicking on the Sort By value in the top-right corner of the Inbox, a pop-up window will allow you to select your preferred method for sorting your tasks. Can you save Draft copies of your Forms for Offline use? Yes, you can save a Draft form and download it for offline use. Step 1) Start a Forms process in your App (or from a browser), and save it as a draft - this will only work for those forms where it is set to allow saving as a draft. Step 2) In the LF App, go to the Drafts tab in your Tasks list. Press the more options icon (vertical bullets) on the right side of the saved draft and choose Save Offline Copy. Can you create saved searches in the App, as I do in the Laserfiche Client? As of version 10.3, the LF Mobile App supports saved searches. At the bottom of the search pane, you will find a Save Search button. You can save this search as a new search or replace an existing search. Can you open a Forms task in the Laserfiche App by a hyperlink in an email? For user notification emails in Laserfiche Forms processes, a Laserfiche administrator can configure the Mobile Server to send entry links to a Mobile App URL. This link will appear in the email as a link to the task in the Laserfiche App. For Laserfiche Administrators: What is Mobile Device Management (MDM) and how is it used? MDM lets administrators control, secure, and enforce policies on smart devices. Using the MDM software of your choice (for example Citrix Endpoint Management, Microsoft Enterprise Mobility, and many others) administrators can define the following Laserfiche App values and certificate settings and distribute them to users' devices: App Values Mobile server URL Repository Forms server Organization (if using Laserfiche Directory Server) Username Upload using Wi-Fi only: If set to true, users will always upload documents using Wi-Fi and will not be able to disable the Upload using Wi-Fi only option in the app. Use Document mode: If set to true, Document mode will always be used and documents will always be auto-cropped when taking photos to upload to the repository. Upload as grayscale: If set to true, images uploaded to the repository or as a Forms attachment will always be captured and uploaded in grayscale only. Certificate Settings Self-signed certificate - This option controls if users can connect to servers using SSL with self-signed certificates. Certificate pinning must be disabled for this option to function properly. Certificate pinning - If you do not want users to connect using self-signed certificates, you can configure this option so users can only connect if the certificate they are using is in the certificate pinset. Certificate pinning set - If using certificate pinning, you can define the certificate thumbprints in this section. As an Administrator, can you control LF App Authentication and LF App Security Settings? As you can see in the screenshots below, there are several enhanced security settings available from the Mobile Server Configuration page. These settings include: Inactivity timeout Disabling the ability to remember the login credentials Document encryption options Document export options Thanks, Kyle! We hope you enjoyed all the information Kyle covered in this article regarding the newly updated Laserfiche Mobile App. If you have any questions or wish to speak with a CDI professional team member, contact us at support@cdi.support.

Welcome to this month’s edition of CDI’s “Consultant’s Corner.” In this article, CDI’s Software Trainer, Kyle Knebel, walks us through building and customizing reports in Laserfiche Forms, version 10. If you are not familiar with Laserfiche Forms, it is a web application that allows organizations to collect, process, and route information based on easy-to-fill-out e-forms. By utilizing Laserfiche Forms 10, your organization can create web forms to collect or work with information, as well as business processes to define how that information is routed, interacted with, and managed. Let’s begin. Kyle, what are the differences in Forms Essentials and Forms Professional? Reporting tools in Laserfiche Forms vary, depending on the type of Forms system in place in your environment. The image below shows the Forms features available for each version. Compared to Forms Essentials, Forms Professional adds the advantage of including: · The Performance Dashboard to the Operational Reports area · data aggregation options like count, sum, min, and max · data visualization options like charts and graphs What is new in Laserfiche regarding Building and Customizing Reports in Forms in version 10? Version 10.1 - Performance Dashboard added, and the Operational Dashboard now shows User task distribution. Version 10.2 - Adds custom Column selection with labels and sort order; the new Summary Report feature can now run mathematical calculations on summary fields. Version 10.3 - The Operational Dashboard and Performance Dashboard is now combined into an Operational Report. A generated report can be saved as a snapshot. Reports and snapshots can be downloaded. Version 10.4 - No new reporting enhancements, but lots of other product enhancements! What kinds of reports are pre-built? When you create a new Business Process, Laserfiche Forms 10.3 or greater automatically builds an Operational Report for that process. It is available in the Reports>Operational Reports tab. For any business process, you will find a matching Operational Report. This Operational Report will provide metrics for the selected process and its tasks. It is a quick way to identify bottlenecks, overdue tasks, and high achievers. You can easily filter the reports based on: · tasks or instances · currently running or finished status · date filters What kinds of reports can I create myself? You can build any custom report you need. The types of reports available include: · Summarized Reports - aggregate data into a report of any chart type · Table Reports - display data in table columns · Column/Bar Reports - compare values across categories · Line/Area Reports - visualize quantitative (numeric) data · Pie Reports - compare numerical proportions · Funnel Reports - present decreasing proportions How do I create my first report? A Summary Report or a Table Report are two of the most common basic report formats that I see users building in Laserfiche Forms. Many reports are focused on summarized totals or information tracked over time. Let’s take the example of a Summary Report for a hypothetical Expense Reimbursement Request form. To build the report, we take the following steps: Step 1) Navigate to the Reports page via the tab at the top of Laserfiche Forms. (You’ll need to be a Process Creator or System Administrator to build reports) Step 2) While viewing the Custom Reports list, click on Create Report in the top-right corner. Step 3) Select the data visualization option you prefer, for example, Summarized, then press Select at the bottom-right corner. Step 4) Select one or more processes from the list of available Forms processes in your system by checking the box to the left of the process name, then press Select at the bottom-right. Step 5) Name the Report and make it visible to users or groups who will use the report. Step 6) At this point, you will be presented with the report design page. You’ll want to set the… 1) Report Visualization (Summarized or Table usually works well) 2) Set Type (Column) and Group Instances By (Date) In this case, I’d recommend grouping the instances by the Form’s date of submission, grouping the dates by week, and by year. You’ll need to scroll through the Group Instances By list to choose the field from the form (Expense Reimbursement). I chose (A) Date. Then I grouped the dates by (B) Week. Then I checked the box to add (C) Also group by year. Step 7) Next, you’ll want to add the Vertical Axis. For example, if I wanted to summarize weekly expenses by the total amount requested, I’d add a column for the Total_Reimbursement_Requested field. I’d label it and add the Sum option to summarize the data. Step 8) You are now ready to save the report by clicking the Create button at the top-right corner Another example could be a report based on how many instances are submitted of a form submission within a specific process. Since a Forms process could have more than one e-form being submitted or reviewed by users, it might be useful to see if the number of submissions in a week match the number of approvals within that same week. What’s an example of an Advanced Report and how do I create it? An Advanced Report might be a custom report built using values obtained from two or more business processes. An Advanced Report may not be too different from a Basic Report, but it uses some advanced techniques. Two advanced techniques that are useful are: 1. Linked Variables 2. Filters For example, using Linked Variables, you can take field values from two different processes and combine them within a single report. Let’s say you have a Purchase Order form that collects the total amount. In another Form, you have an Add-On Purchases form that is used to order more items from the same Vendor. Linking the two fields in your report could allow you to combine the totals without having to do any math calculations. A filter lets you define the type of instances you want to include in the report. For example, to restrict the report to only instances that have a form with the name Starting Form. Linked Variables 1) To link two variables, you first need to add the other process(s) that have a similar field type, like an Amount, to the report. After selecting the report type ( i.e. Summarized, Table, Column/Bar, Line/Area, Pie, and Funnel), select more than one process from the list. You’ll see the processes listed at the top of the report, shown with a + symbol between them. 2) You’ll then need to link the two fields (variables) together. Press the hyperlink icon to link the fields. 3) Choose the Add Link button, then select the process and its related field. The only processes visible will be the ones you had selected 4) Select the variable for the first process to be used. Make sure to name the resulting single Linked Variable. It’s been named AmountTotals in this example. 5) Press Add Variable to connect the second variable from the second process. 6) Next, in the Report>Summary Data Column section, add the Linked Variable, along with any other data columns. 7) Finish and test your report as normal. Filters 1) Click Filters, then click Add Filter. 2) Set the criteria for the new filter. Optional: Click Add a filter in the box to add a condition to the filter. Optional: Click Add another set of filters to add another filter. 3) Click Set Filters. After you set the filter, the Filters button label will increment by 1 for each new filter. We hope you enjoyed this overview on Laserfiche Forms 10 with Kyle. If you have any questions or wish to speak with one of the professionals at CDI, send us an email at support@cdi.support.

In early 2020, a new fully redesigned learning platform, Aspire, will be launched. Aspire will provide an exceptional virtual learning experience. Specifically designed with our users in mind, below are a few highlights: Intuitive navigation that makes it easy to discover new courses Robust user education content so you will always find something new A modern design that creates an enjoyable experience IMPORTANT - Laserfiche will be importing transcripts for users who have logged into the current Laserfiche Certification platform sometime in the last two years. They encourage you to log into your portal before the end of the year so that they can make sure to transfer your transcript and course records to the new system, Aspire. Click here to login now and make sure your records are transferred. Log In to Your Current Account Laserfiche Learning & Development is committed to providing you, our valued users, an exceptional online learning experience. We hope you enjoy our new platform, Aspire!