Question

Fill forms using attachments

Forms Laserfiche

Updated February 19, 2018

asked on February 17, 2018

Hi,

Is there a way that we can fill out the form using the attachment. I mean we have to upload a file and we need to retrieve values from the attachment using OCR or something, and then fill it into the form fields.

Thanks in advance.

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Replies

replied on February 18, 2018

Hi Shibin, theorectically the answer is yes, but the form would have to be submitted, and followed by a service task, and then another user task assigned to the user where the updated form would be displayed.

The service task workflow would extract the data from the attachment using pattern matching, or PDF field reading based on the type of file uploaded, placed into tokens and then passed back to the form using Assign Business Process variables.

Unless the ability to extract the data from the Attachment is very predictable/reliable, will determine if this works for you or not.

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replied on February 19, 2018

It depends what you're trying to pull from the file upload. Can you alter how the file is named before it's uploaded? You could do something like grab X, Y or Z from the file name and fill out fields based on this.

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replied on February 19, 2018

Thanks for the reply

That is OK but what i want is to extract the content from the file upload. For example if the file is an invoice and i need to retrieve details such as invoice number, date, vendors name etc and then fill it onto the template. How is this done.?

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replied on February 19, 2018

Hi,

I can't think of any default functionality that will give you this (outside of Steve's suggestion below).

You could do some work with Javascript OCR and pull back all the text as the file is uploaded and use some pattern matching to try and pull back the data you want.

You can get a preview of files you upload on the attachment now so you can pull back a preview of this invoice and input manually ?

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Fill forms using attachments

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