asked on December 19, 2019
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I am automating a very tedious data entry process at my organization. Long story short Applicants for funding submit an application (26 pages). Internal reviewers take the application and manually enter the application data into a spreadsheet, which is used for scoring and selection.
What I envisioned is:
- Using QF to extract the data (Pre-Classification Retrieve PDF Fields Process), and store the document in Laserfiche. I created a template with all the fields (50+) from the application so that I can maintain the retrieved values.
- Once the document is stored I want to trigger a WF that will take the metadata and write in into a custom table, where the users can extract the data into a spreadsheet similar to what they are doing.
In my head this seems like it should be a simple slam dunk (other than the time spent creating all the fields on the template).
In anyone else's experience am I doing this in an effective manner, or is there a better more efficient way to "skin this cat"
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), I'd look into replacing it all with Forms. You could collect the data through a form and use a different one for approval and include the calculations for scoring when you're presenting the data to the approver.