Question

Laserfiche Retention Workflow Report

Records Management

Updated August 12, 2016

asked on August 10, 2016

Hello,

We created a workflow that searches our repository and moves documents past their close date to a Final Review folder in Laserfiche. These documents have met retention and are ready to be removed. Now, before they are removed we need a report that has everything that is in that folder. So, we created a workflow to generate a report to a csv file that includes the name, path, scan date, close date, rcif, tax id, and account number of each document. This folder has 2.7 million docs, so i thought it would take a couple of days to generate, however, it is still running (going on almost 3 weeks!). I know its progressing because the csv file keeps growing (currently at 13 MB). I don't want to kill the workflow since it has been running for so long, however, we can't wait forever, so is there a way to estimate how much longer it is going to take?

Also, does anyone have any suggestions as far as maybe a better way of generating this report, keeping in mind the large volume?

Thanks!

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Replies

replied on August 12, 2016

I actually found another method that was much faster. In Laserfiche Client, you can customize the tabs to show the fields that you want. Then do a search in Laserfiche (within Folder), higlight all docs, and export (List Contents). It will export as a csv, so you can open it in Excel.

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replied on August 11, 2016

Can you run an audit report on on the documents in that folder through Audit Trail? Have the Audit report show the fields you need and then export it as a csv?

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replied on August 11, 2016

Is that an option? I am not very familiar with Audit Trail. Can you specify what fields/metadata you want on a report?

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replied on August 12, 2016

If it's processing 2.7 million documents in a For Each Entry loop, that's unlikely to ever finish, depending on how many activities you have inside the loop.

It might be easier to get the XML file with the search results that Workflow already wrote on disk and import that into Excel. You can find the file in the Workflow volume (by default, C:\ProgramData\Laserfiche\WF, but you can check its location in the WF Configuration Manager) under \ServerData\<WF ID>\<InstanceID>\SearchActivityName.xml. You can get the workflow ID by saving the workflow definition locally as a .wfx, opening it in Notepad and looking in it for something that would look like this:

 <Value Item="WorkflowId" Type="Int32">8411</Value>

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Laserfiche Retention Workflow Report

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