LaserFiche Repository Output Task - Configure Templates

A Laserfiche template consists of a collection of template fields. Template information can include words, numbers, dates and times, Laserfiche variables as well as any available PReS Workflow variables. Template information makes documents easier to find.

About Laserfiche

Laserfiche is a provider of digital document and record management systems. Laserfiche has two components: the Laserfiche server, which hosts the repository, and the Laserfiche client, which serves as the user’s interface with the repository. For more information see the Laserfiche website: https://www.laserfiche.com/.

Configuring a template

• Template: Select from a list of templates imported from Laserfiche.
• Fields: Set to configure the fields on a by-template basis. The available fields depend on the selected template. See below for available data types for Laserfiche template fields.
  • The button on the right side of each field allows to select Laserfiche variables, or to choose Use PReS Workflow Index file (PDI).
    • Use PReS Workflow Index file (PDI): This option means that the corresponding field (Document) is multiple and the field type is: CHAR, Integer, Long Integer or Number on the Laserfiche server. If this field name is also found in a PReS Workflow index file (.pdi), selecting “Use PReS Workflow Index file (PDI)” will get all the values from the PDI to be pushed into Laserfiche as indexes for the published file.
    • If Use PReS Workflow Index file (PDI) is disabled, the corresponding field is not configured to be multiple on the Laserfiche server. Users should check the multiple option on the Laserfiche server in order to use the PReS Workflow index fields.
  • Alternatively, right-clicking inside the field allows to select a PReS Workflow variable. Note: The most important property of a template field is the type of data that it will contain. For example, if the field name is of type Date, you can use a Month Calendar to select the date and use only available Laserfiche variables.

Available data types are:

• Character (Char): This type may contain a string of any type of characters. This is the most flexible type of field. Use this type when you are not sure if the constraints of the other types will be appropriate.
• Integer: This type may contain a whole number between zero and 64,999.
• Long integer: This type may contain a whole number between zero and 3,999,999,999.
• Number: This type may contain a decimal number that supports up to 13 digits and 5 decimals.
• Date: This type may contain a date.
• Date/Time: This type may contain a date and time.
• Data: This type is unsupported by the Laserfiche Repository Output task and the Laserfiche client.