Can workflow generate metadata reports?

replied on October 22, 2018 • Show version history

most likely you will need to use a SDKScript activity to run the search and export the results to CSV (or another format if you need).

But there are ways to us the built in search activity along with a custom query or update data activity. Basically, the Query/Update activity uses ODBC or direct connection, so it must always have the Document that it writes to available in the same format with the same name every time it runs. If writing to Excel or CSV, you need to be careful of the file locking so you do not want the workflow to run more that 1 instance at a time.

1 0

replied on October 23, 2018

I use this kind of approach for several reports. What I do is include two files in a folder on the Workflow server; one "template" file with the desired columns/formatting, and another that is configured with the ODBC connection.

Inside my Workflow, I use a Script activity to copy the template and overwrite the second file (if the name doesn't change, the ODBC connection will remain intact). After the file is replaced, I use an insert data activity to build the report.

Next, I retrieve the file and send it as an email through another script, or I will import the electronic file into placeholder document in the repository so I can use the built-in email activity to send it as an attachment.

1 0

replied on October 24, 2018

Lots of scripting to automate a simple search and report. I guess I will shout out for a feature request for reports to be automatically ran on a schedule based on set criteria.

Thanks for the help guys!

1 0

Question

Question

Can workflow generate metadata reports?

Replies

Sign in to reply to this post.