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Question

Question

Search intro pdf content or form variables: Repository query or Advance search?

asked on November 22, 2023

Hello,

As the end of the year approaches, I am being asked to send a series of emails to clients who throughout 2023 have registered with us in a registration form that was created from Laserfiche Form 11, which I store in a specific folder. the forms in the repository in pdf format.

In the form I capture several email addresses among other information, but specifically I need to obtain only 2 email addresses, whose addresses are stored in different variables [Primary_Owner_e_mail] and [Agent_E_mail].
When the registration form is completed, it is stored in the repository in a PDF file in a folder with the current year [2023] and in turn in a folder that is named according to the value of the address variable token.

Do you know of any way by which I can do a search that allows me to search among all the PDF documents in that folder and show or allow me to export all the email addresses associated with those variables? or some method of how to search within all the instances that are already completed corresponding to that form and show me all the email addresses that correspond to those values of those fields?

I don't know, any ideas on how to do this?

Thank you in advance.

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Answer

SELECTED ANSWER
replied on November 22, 2023 Show version history

I think you'd be a lot better off retrieving the information from Forms. If the data is in the document text rather than metadata, then retrieving it from the documents would be quite a chore.

If you have this process in Forms, you could set up a basic report in Custom Reports that pulls in all the data you need from the submissions, and then you can export that to a csv file.

Cloud: Creating Custom Reports (laserfiche.com)

Self-Hosted: Using Reports (laserfiche.com)

 

On a separate note, one thing I'd recommend for a process like this is to store the Instance Id and Submission Id in the document metadata when you store the documents in Forms.

You can use that data to pull information from Forms submissions via Workflow, which is nice when you have related data that you don't want in the repository metadata fields.

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replied on November 24, 2023

Thank you @Jason Smith for your answer, The way I used was Self-Hosted: Using Report. I created few reports with the information I need and other info. 

 

Thank you again. 

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