You are viewing limited content. For full access, please sign in.

Question

Question

Copy Sticky note or annotations from one entry to another

asked on March 9, 2018

Hello Everyone

 

I am trying to build a workflow that will get or copy annotation (in this case sticky note ) from one document and paste the content to many other documents in my search list.  

I can't see any WF acivity related to this?

Thanks for the help.

0 0

Replies

replied on March 9, 2018 Show version history

Farzali,

There are a couple of options to retrieve the text from an existing  Sticky Note so that you can turn around and use that text in the Add Sticky Note activity.

The first option is to use the SDK Script activity and code it to retrieve the Stick Note text.  There are a lot of options when coding the script, i.e. looking for a Sticky Note on all pages or specific pages, or whether to look for only public or protected Sticky Notes.  Here is a generic script that will look for all Sticky Notes on all pages of a source document and make them available as a single multi-line text token called 'TokenText'.

        Protected Overrides Sub Execute()
            Dim tokenList As List(Of String) = New List(Of String)

            Try

                If Me.BoundEntryInfo.EntryType = EntryType.Document Then
                    Using docInfo As DocumentInfo  = DirectCast(Me.BoundEntryInfo, DocumentInfo)
                        For Each annBase As AnnotationBase In docInfo.GetAnnotations
                            If annBase.AnnotationType = AnnotationType.Note Then
                                tokenList.Add(DirectCast(annBase, NoteAnnotation).Text)
                            End If
                        Next
                    End Using
                End If

            Catch ex As Exception
                Me.WorkflowApi.TrackError(ex.Message)

            End Try

            Me.SetTokenValue("TokenText", String.Join(Environment.NewLine, tokenList.ToArray))

        End Sub

 

The other option if you don't want to write code is to download and install the free 'Retrieve Sticky Note Text' custom workflow activity from the Qfiche website at http://qfiche.com/products .  The custom workflow activity exposes many of the options in an easy to configure manner.  Here is a sample screenshot;

 

 

 

In either case you would use the token supplied either by the SDK Script activity or the custom workflow activity to apply a new Sticky Note using the Add Sticky Note activity.

0 0
replied on March 12, 2018

 

 

Thank you Cliff.  I ended up creating a field to copy from for this purpose. It seems to be Ok with users for now.

 

I will test Qfiche script when I get a chance.

0 0
replied on September 25, 2023

Any updates on this or is everyone using the custom sdk activity ?

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.