Ingesting line item data into Laserfiche

replied on August 7, 2024

It gets a little tricky if your using a quoted CSV format to account for commas in the data itself, but assuming the data is simply comma delimited I often use Workflow's Retreive Document Text activity to extract the data from the CSV file uploaded to the LF Repository, then create a token that breaks it up by lines using the following pattern matching config:

Then for each value (which is your current row), split on comma and select your column by index:

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replied on August 8, 2024

After splitting the text into lines, you can use a For Each Value activity to iterate over each line. After splitting each line into individual values, you can use another For Each Value activity to iterate over each column value (e.g., if you want to format a value before saving it to a field).

Also, by using multiple multi-value fields (one for each column), you can simulate a table on a document in Laserfiche. Multi-value field groups take this one step further and group the values by index/line, creating a "record" for each line in the table.

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Ingesting line item data into Laserfiche

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