Working with Workflow and Forms (Lab) See how to organize Presentation slide Ex. Conditionals should be with other WF activities Better transitions Maybe something to tie it in Big picture context Why make Workflows easier to understand with these tips Explain that process is not static Go back and update it State problem Make some examples more complex Routing activity ex can have multiple steps Can use bob/George/Emily No need to go through every tab in the routing activity Working with Workflow and Forms (Lab)

Presenter Nathan Dickson Solutions Engineer Laserfiche Nathan.Dickson@laserfiche.com

Audience Experienced Forms users Experienced Workflow users Users who want to connect Forms and Workflow

Agenda 01 02 03 04 Simple Forms processes Simple Workflows Retrieve info from Forms and Repository 04 Send info to Forms

Story Users can request reports for multiple projects at once Each Report must be approved by a Managing Director (MD) and Chairman via Forms Decisions are made in Forms and sent to Workflow After both tasks, the Forms process continues to a final email notification

Lab