Does anyone have a dashboard on their website that shows information collected from Laserfiche Forms? We are looking at getting something on our website that can display the status of projects with that information collected from forms.
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I have a few different things that use data from Forms, but it kind of depends on what data you're trying to display and how current it needs to be.
For example, with most data that I need outside of Forms I use workflow to add it to an external database as part of the process, but there is at least one process where I do a nightly snapshot of data from the Forms db.
The one thing I would avoid is any kind of report that hits the Forms db directly (i.e., in real time).
"For example, with most data that I need outside of Forms I use workflow to add it to an external database as part of the process, but there is at least one process where I do a nightly snapshot of data from the Forms db."
That makes sense. What do you use?
95% of what I do is just Insert Data inside of a workflow.
For the rare cases, I use a scheduled SQL Job to copy data, join/format it, and insert it into a separate report database.
The SQL Job is a lot more complex because you have to figure out how to pull/join the right tables, and that can always break/change in a future update.
Another option is if your projects are associated with a document or folder in the repository, you could use repository metadata for your source of truth. This way your site could run searches using the Laserfiche REST API and summarize the data in real time.