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Question

Feature Request: Store PDF as TIFF (Laserfiche Pages) in Forms and Workflow

asked on March 25

I have a process where users submit Invoices and supporting documents via a Laserfiche Form to Accounts Payable.  These files are in PDF format and Forms only allows saving attachments in their native format (the LF Form itself can be saved as PDF or TIFF, but not the attachments).  This poses a problem when trying to add the attachments to existing documents in the repository, as you cannot use Workflow tasks such as Move Pages to add the new document to the end of an existing document.  

In Workflow, there are no tasks to store PDF files as LF Pages (TIFF) files.  There are only tasks such as Move Pages and Attach Electronic Document.  If the source and target files are both PDF, then neither of these tasks will work; the target file would have to be converted to LF Pages first, and then you could either Move Pages or Attach Electronic Document.

Request:  Add a feature to Forms which allows PDF attachments to be stored as TIFF

Request: Add a task to Workflow that would allow either the new document or the existing document to be converted to LF Pages.

 

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Replies

replied on March 25 Show version history

I had a similar situation.  It turns out that forms creates the LF pages, but keeps the PDF attached.  What I did was have the form store the document in a hidden temporary location with routing information stored in fields.  I then had workflow triggered on create in the temp location.  I then had Workflow create a new document and copied all pages to the new document and store it based on the fields attached to the original document.  I then deleted the original.

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replied on March 25

Interesting...is it necessary to create the new document first, or can you just copy the pages without doing that?

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replied on March 25

If you can find the target document, you can move the pages.

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replied on March 25

Cool..I'll try it out.

 

Seems like this should be documented better.

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replied on March 25

Workflow thinks the source document doesn't have any pages.  I can manually delete the electronic file on the document and I'm left with a TIFF, so I think I'll try your approach with creating a new document, moving pages to it, and the copying the pages on the new document to the target document.

 

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replied on March 25

I'm surprised.  Are you using a regular file upload control on your form?

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replied on March 25

Yes, I'm using the standard Upload button in Forms.  

 

Just tried your method of creating a new entry, and then moving pages to it.  It also fails with no pages found.  

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replied on March 25

Hmm.  I'm on Forms 10.4.1.  This is the first time I've used the upload feature from forms.  I wonder if it is possible that your version operates differently.  I just rechecked the save to repository service task and I see no options concerning the generation of pages, so 10.4.1 does it automatically (at least here).

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replied on March 25

I'm on version 10.4.1.164.

 

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replied on March 25

Mike, the other thing that occurs to me is that maybe the saved configuration for the Forms user on your repository might not default to generate pages.  Try logging in to the repository as Forms and upload a PDF.  Ensure that generate pages and generate text is selected and see if that changes the behavior of your form.  Jim.

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replied on March 25

My Forms user ID isn't able to log in to the repository.  I checked the user config in the admin console and it seems that it is not set up as a named user.  Not sure if that's the issue or not so I'm contacting my VAR to have him look at it.

 

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replied on March 26
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replied on March 26

James, I believe that thread refers to the Form itself, and not the attachments.

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replied on March 26

James is on the right track here. Forms uses the settings set for the repository profile user to determine whether to generate TIFs for saved forms and attachments. In your save to repository task, check which user is configured to save to repository, and make sure the settings for that user reflect what you want to have happen. You can even use different repository profiles with different user settings if you want to save forms in different ways. 

6.8.0
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replied on March 26

Hi Jared

Which interface would they use to access the setting for that account?

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replied on March 26

Sign into the web client as that repository profile user and configure the settings in the Options page. 

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replied on March 26

I don't see any options to save the attachments uploaded on a form as a PDF.

I tried selecting the option under New Document to generate pages when importing PDFs but this only applies to imported documents through the web client.

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replied on March 26

The attachments should save as whatever file type they are uploaded to the form as. If this file type is on the conversion list for that repository profile user, it should convert to TIF. 

6.8.0
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