Question

Onsite output to csv

Workflow Quick Fields

Updated July 20, 2021

asked on July 13, 2021

Hi,

I'm trying to output table data in LF Onsite (using quickfields or running a workflow within quickfields as the files are imported). Basically I need to collect the document type, name, address, and ID of the person referenced on each of the documents that gets imported and write it to a table.

Any suggestions for how to do this would be helpful. I used a lookup/ Rules query to do something similar in Cloud, but now I need to do it in a non-internet accessible environment.

Thanks!
Steve S

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Replies

replied on July 13, 2021

If you save it to a template, you can search by template, export the search report as a CSV, then import to a SQL database (assuming this last part since you mentioned writing to a "table").

If your trying to automate writing to a table, you can use the Custom Query activity in workflow.

If your trying to automate writing to a CSV, I usually have to use C#, but Workflow can automatically bring the output file back into the repository from the server hard disk.

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replied on July 20, 2021

See this thread for an example.

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Onsite output to csv

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