Question

Is there a way in workflow to Update or replace the Data Management Files?

Workflow Laserfiche Cloud

Updated November 9, 2023

asked on November 2, 2023

It would be useful to be able to update these files automatically. For example, say you have a XLSX file that is under version control in the repository. A change is made to the file. This file is the files that needs to be managed in the Data Management / Files section. Right now, the only way i see to update the file is to replace it manually.

there are several use cases for this functionality. you could start a workflow when the master file is changed/edited in Laserfiche by a user. That changed file could then replace the file in Data Management Files automatically.

We could then make use of the Workflow function to Replace Lookup Table Data.

I look forward to any ideas on how I could accomplish this using a file that is changed in Laserfiche. Hope this makes sense to someone out there.

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replied on November 2, 2023 • Show version history

Important Note: The answer below is only applicable to Self-hosted Laserfiche systems and not Laserfiche Cloud.

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I imagine you could have a Workflow that triggers On Change for the versioned entry. This Workflow would call the the Download Edoc (xlsx) activity on the starting entry, then pass the file output to a .NET Script activity that saves it to disk (overwriting the existing file). Basically a one-way sync.

I don't have code for that offhand, but you should be able to search Answers for some examples of passing the Download Edoc activity output to a Script activity. The .NET code to save the file locally is straightforward from there. You will need to update the Workflow local file access security settings (it's somewhere in Workflow Admin Console) to allow Workflow to write to the desired local directory.

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replied on November 9, 2023

Thanks for the Answer, but I think you are taking about a On Premise Laserfiche system. I need this to work with Cloud.

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replied on November 9, 2023 • Show version history

Ah, that's correct. I missed that you had tagged this post with Laserfiche Cloud. My answer is only applicable to self-hosted Laserfiche systems. My apologies about that. I'll leave my answer up with a disclaimer in case someone with a similar question for self-hosted systems comes across this post.

I am less familiar with Workflow and Data Management Files in Laserfiche Cloud and do not have a solution for that offhand.

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replied on November 9, 2023

Hi Milton. Is your goal to automate updating your Lookup Table through the XLSX file?

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Is there a way in workflow to Update or replace the Data Management Files?

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