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Question

Automate page generation and also deletion of PDF?

asked on May 22, 2024 Show version history

Hello,

I have a customer using a 3rd party batch scanning software to create documents in Laserfiche and populate metadata. This other software is creating PDFs, but these documents are involved in workflows that move pages around, and users combine documents, so dealing with these PDFs is cumbersome.

The Laserfiche account that the scanning software uses to authenticate into the repository is configured to generate pages and discard PDFs, but it must not matter - the PDFs get created and no pages get generated automatically. I haven't had much luck getting a response back from the vendor that manages this for them to see if it can store an image file in Laserfiche instead of a PDF.

So, using Laserfiche, I can use the DCC to generate pages, and I have a script that will delete the eletronic document portion of a document (assuming DCC can't discard the PDF when it's done generating pages). Is there a safe way to combine these two things to get this done effectively? For example, I can have a workflow start when these documents get created and schedule them for page generation ASAP - the same user account creates them in the same folder every time, so my starting rule should be able to be very specific, which is good. Then, I see that I can use a starting rule that looks like "entry changes include page created," and that's promising for a workflow that will delete the PDF after pages get generated. I'd probably want to throw a delay into the workflow that deletes the electronic document, just to allow DCC enough time to get all the pages generated before Workflow deletes the PDF. 

Has anyone done something similar with success? I want to be sure this doesn't cause some inconsistent behavior with page generation. 

Thanks!

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Replies

replied on May 22, 2024

Per usual, I make a ton of progress on what I'm looking for about 10 minutes after I make a post. The activity in Workflow that schedules page generation has some additional options regarding callbacks. I'm getting errors in Event Viewer on the DCC machine regarding the callback, but once I get those resolved, I could see this potentially being the solution.

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replied on May 23, 2024

I would be very interested in learning how you accomplish this. I am having to remove the PDF manually and if i could remove the pdf in WF that would be great.

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replied on May 23, 2024

Hi Robert,

Cliff's answer here is working for me to have Workflow delete the electronic document. I put that script activity inside a Conditional Sequence, with the condition being the document must have a page count greater than 1, indicating that pages have been generated. 

My problem is just tying it all together when I also have Workflow scheduling the page generation. Hopefully you don't have to deal with that and can just build this little workflow quick and get what you need!

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