(Tips & Tricks) Fiscal Year in Workflow

Fiscal Year in Workflow

Fiscal years, at times, are difficult to collect in Laserfiche Workflow especially when the fiscal year does not fit the calendar year. Laserfiche Workflow, with a combination of a Date Token, an Assign Token Values Activity, and a Date Token Calculator can correct obtain a fiscal year that doesn’t match up with a calendar year.

First, let’s look at the activities and actions we will use for Laserfiche Workflow.

Activity Action: Assign Token Values

Description: Creates new tokens or assigns values to existing tokens.

Activity Action: Date Token Calculator

Description: Creates calculated tokens from a Date value.

Activity Action: Conditional Sequence

Description: Single Conditional branch to only run when conditions are true.


The "Assign Token Values" will be very important as this activity will be used multiple times to set token values throughout.

The result will be the following design in Workflow Designer:

Let’s get started:


1. A date value is needed to evaluate if the date belongs in the current or previous Fiscal Year. A date token from a Field or a database query would be the best.


2. Next, we use the Assign Token Values activity to create a token called “Month”.

Name the token “Month” and set the value of the token to the Date value in step #1 with a Format of “MM”. Next, ensure that the data type for the token is “Integer”.

3. Another token must be created called “Fiscal Year”.

Name the token “Fiscal Year” and set the value of the token to the Date value in Step #1 with a Format of “yyyy”. Next, ensure that the data type for the token is “String”.


NOTE: This step sets a default Fiscal Year value which is considered the “previous fiscal year”.