Question

Run a Workflow on a result %SearchTerm

Workflow Laserfiche

Updated October 23, 2019

asked on October 21, 2019

Hi all,

From my Windows Client, I created a quicksearch files based on the name "*test*".

This search return me 10 results (Mytest, Yourtest2, Histest3, Thetest4, Theothertest5...)

Now, from a Workflow, I wish to get a report from this result.

How can I do?

Thanks in advance.

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Replies

replied on October 22, 2019

Olivier, there is no way to pass Workflow the results from your search in the client. If the search will always be the same, you can create a "Business Process" workflow with the search already formulated in workflow and allow the user to trigger the Business Process from the client, but that would be the closest that you could get to it.

Workflow is a server side service that interacts mostly with the repository and not the user. The exception to this is the Business Process, and again there is limited user interaction directly with workflow but rather that interaction is mostly through entries in the repository and not the client application directly with workflow.

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replied on October 22, 2019

Hi Olivier

There is no native reporting tool in workflow.

The easiest way to make a report is to use the Word Update feature where you have created a table in a Word Doc. After your search, you would need a loop to load the results into Multi-Value tokens which you would then merge to with the Word Doc

Under the setting options of the Word Update feature is the ability to save the Doc as a PDF.

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replied on October 22, 2019

Since you are in the Windows Client, once you've completed the search, you can go under File->Download->Download Report and you will be presented with a popup where you can choose the report type (Table, List, Excel, Text). From here you can choose what items to include in the report such as Filename, Path, and also Metadata fields.

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replied on October 22, 2019

Hi all, thanks for your help.

@Bert Warren, the search is not always the same. In my example, the user wrote "test" but he can wrote anything and get more results. This is why I wish to get the results or the %searchterm in my workflow using a business process.

@Steve Knowlton, you right, I can use Download Report to get a report type Excel but what I want is to get the report AND a sum of values (a total line at the end of my report).

E.G

Report

What I want

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replied on October 22, 2019 • Show version history

Hi Olivier.

From what I have seen Laserfiche do in the AP Demo, they created a Form where you put the search criteria into the fields. From there they are able to pass those as tokens into Workflow to complete a Search task.

I expect you may have to do something similar.

FYI, if you try to run a Business Process from Multiple selected Files, it will kick off the workflow separately for each document. This is likely why LF used a form to start the process.

If you were using the WebClient you could have the form show in the details tab and have them trigger the report from there.

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replied on October 23, 2019

Steve Knowlton,

Thanks for the tip. I'm trying to reduce the user's handling. Using a Business Process was for me the best solution (only 2 clicks). If I'm going to the webform, the use should open the web browser, load the form, (maybe should connect), then write the search term in the field, submit the form...

But if I have no choice.

Regards

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Run a Workflow on a result %SearchTerm

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