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Activity Report Possible?

Laserfiche Workflow
Updated December 28, 2018
posted on October 3, 2016

Hey Folks!

I had a different request this morning...Essentially, the department leader wants a daily report of which documents have been added to a specific folder in a repository e-mailed to his team in a list format. 

Has anyone every had to do an activity-type report on a repository? If so, how'd you go about it?

My first thought was to do a search activity based on date, and have the WF as a scheduled task each morning.

 

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replied on December 28, 2018

This is the closest I can find to what I was asked to do, apologize if this is the wrong thread?

I was asked to create a stored DAILY LF report (filed to LF), this report should contain what folders were created in the repository, the path of the folder, date and who created it.

Can someone please assist? I understand Laserfiche, but not so much workflow.

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replied on October 3, 2016

Many Options, Word Doc output (Mail Merge), Spreadsheet output, List in the body of an email.

It all comes down to what the intent of the list is after they get it emailed to them.

Do they need the list available throughout the day or run after hours only? A one time action scheduled each day would be easier to implement.

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replied on October 3, 2016

Purely informational, so keeping the documents in e-mail form would be fine. Looking for suggestions/thoughts on how it would be handled on the back end. Like using WF or something else. Thanks for the input.

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replied on October 3, 2016 • Show version history

As you had stated Earlier, I would use daily a Scheduled WF. Start with a Search Folder for Documents Created on the day. Create Multi-Value Token, For Each Entry from Search, build up the Token (Merge/Append). At the end create email and place the Token in the body of the Email, make sure once you place the Token in the email, to right click on the token and open Token Editor and then select the following, this way all of the Token values will be written into the body of the email line by line. My example token name was Item #, that would be whatever you named your Token. Good Luck

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replied on October 3, 2016

You could add a mutlivalue token to the folder that keeps track of new entry names. Then use a workflow that populates the token when new entries are added. You would also have to configure the workflow to email the token contents, then to clear the token for the next day.

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