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Question

Question

Recommended way to import a list of approval numbers for Workflow to apply to documents?

asked on August 17, 2017

Hi guys,

I'm trying to work out the best way to import a list of approvals for documents already in Laserfiche.  The documents in Laserfiche are scanned log reports that are stored in LF by log number.  An Excel spreadsheet is provided to third party companies (without access to the Laserfiche system) to approve the logs.  The requirement is to get the list of log numbers that have been approved on the spreadsheet, import them to Laserfiche, and use Workflow to mark the corresponding documents as approved.

One approach I'm thinking of would be to automate a scheduled import of an Excel list of approved log numbers into SQL, and have Workflow query the SQL table.  

Is there a better approach than this?

Thanks!

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Answer

SELECTED ANSWER
replied on August 18, 2017

Hi Mike,

The process you described would work great. I'm assuming you're going to assign each log in Laserfiche a metadata field (e.g. "Log Number"), which you could use in the Search Repository activity search syntax for matching. The process might look like:

I can't think of a more efficient way of matching the queried log numbers to the logs.

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replied on August 20, 2017

Thank you Tri, that's the approach I'll go with then.

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