Good morning everyone,
We are getting more comfortable with Quick Fields, and we want to take it to the next step. We are able to capture data off scanned items, and now we want to take the unique data from a scanned item and use it to look up the rest of the metadata for the document. For example, an invoice is scanned in and the Quick fields captures the Vendor number. We want Quick fields (or another process, maybe a workflow?) to use that unique vendor number to lookup the rest of the Vendor information in either a SQL table or a Excel Spreadsheet and use it to populate the metadata for the invoice.
Can anyone point me in the right direction to get started? What worked well for you? Is this something that can be accomplished fairly easily with the native tools in Laserfiche, or will we need to get into scripting to be able to do this?