Standalone access
Work directly in LiftShift Records
Staff use it to find historical reports, follow related records and prepare a PDF.
Try the walkthroughAPI & integrations
Bring historical records
into the current workflow.
When staff need an older report mid-task, they shouldn’t have to leave your application. Connect it to LiftShift Records so they can search the history and open the record from the screen they’re already on.
Discuss a customer workflowFrom your application to historical recordsFictional records
From your application to historical recordsFictional records
This example is laid out for a wider screen.
- 01
Search from the task
Use the person, case or other supported information already in context.
- 02
Show relevant history
Return the information the screen needs to help staff choose a record.
- 03
Open the report
Give the user a route into the record, with the applicable access checks.
Choose the connection that helps
One archive.
Two ways to reach it.
LiftShift Records works on its own. Add an integration when history belongs inside your customer’s current workflow.
Optional integration
Connect the task to its history
Use information already in your application to find relevant history and give staff a route to the record.
Agree on the interface, sign-in arrangement and application work for the connection.
Plan the integration
Agree on the scope
before development starts.
Partners agree on the record types, search fields and record references with LiftShift once. Each new customer archive starts from that model, with its own sources mapped and reviewed.
The user’s task
Where staff start, what they search and which record they need to open.
The connection
Information exchanged, supported operations and access arrangements.
The work
Changes in the vendor application, LiftShift Records configuration and customer-specific mapping.
The owners
Who implements, validates, hosts and supports each part.
Discuss a customer workflow
Where does your customer need their history?
Bring a screen, a use case or a customer question. We’ll walk through LiftShift Records and the connection it would need.