Including Custom Metadata Report on Form

asked on August 12, 2018

Hi All,

I was hoping for some advice.

I have a Forms page that I want to include some custom Laserfiche metadata reports on. It has some input fields as search criteria and I would like for the user to be able to press a search button and display results from the repository in a tabular format and allow the user to click a particular row to view that document. Additionally, the user needs to be able to press a button to export the result set in a csv/excel file.

I have tried a few approaches so far, initially I had a Forms lookup rule that queried the Laserfiche SQL database directly to populated an html table that I added click events to that would load the document in a Web Access iFrame. The csv export is then handled by javascript on the html table. The problem I'm running into with this is the query being too slow on larger data sets (the repository has about 500,000 records with 30 fields). I was querying propval joined with propdef on prop_id and pivoting the data on the tocid.

Ideally I would like to utilise web access as much as possible, I could maybe generate the search syntax on the main form and load the search into the Web Access iFrame. I'd like to use the "Generate Report -> Metadata Report" function for the excel export as well. The issue I have is that it needs to be intuitive and user friendly without any prior experience with Laserfiche (ie. reduce everything into a few button clicks). I'd like the export to be tied to a single button but am struggling to find a way to link the Web Access Metadata Report to a single click on the parent page.

Lastly, I don't know if maybe Web Link would have what I need, I'm not so familiar with it to be honest.

Has anyone had setup anything similar? I've been struggling quite a bit with this so any input would be very much appreciated.

Alistair
Thanks,

0 0

replied on November 8, 2018

I am kind of doing the same thing with my current process. So the end users are using the repo as a sort of system for their accounts payable process.

They are fiddling with metadata in a limited fashion and approving statements reconciled to invoices for payment to the accounts manager.

I would, if I were you, start by getting all the metadata in the Forms process. From there the world is your own. I would create a weblink that will create an iFrame to the folder using Workflow. I would also have saved searches as their only option seeing as they expect you to be in control of the majority of what they can do.

As for results, depending on what they want exported, I would save the now invoked iFrame search method in to a Workflow "Search Repository" tool. Once they decide that the information displayed in front of them is what they require, they submit the user task containing the iFrame. Kick off a Workflow to Retrieve the search (that you have invoked in the first step in to a hidden field) and use that search function in the Repository.

For each entry found start exporting to CSV using some C#. I can provide you some code if you like.

As for going SQL route, I always suggest using a stored procedure. When your "lookups are getting too big" you limit the end user to seeing 30 rows at a time, which enables you to load all of the information whilst not having to display it instantly, which of course causes your query to be more realistic.

Using some of the things I mentioned you could most possibly create a very user friendly and easy-to-use system of your own!

0 0

Question

Question

Including Custom Metadata Report on Form

Replies

Sign in to reply to this post.