Question

Workflow is not running on attachments pulled via email archive

Workflow Laserfiche Import Agent

Updated March 26

asked on March 25

We have the email archive pulling email attachments and dropping them into our repo.

The attachments are getting assigned our template.

The template is supposed to use regex and pull specific data.

for some reason the regex is not working, but only on the attachments pulled from email archive.

If i send a test email with a pdf on it, it wont work. If i upload the exact same pdf directly it works fine.

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Replies

replied on March 25

Hi Matt,

First thing I would look at is the starting rules for the workflow that's supposed to run on these documents. It sounds like there should be a starting rule for 'entry created' - there might be something there that isn't being satisfied when Import Agent creates the document in the repository, but is being satisfied when you upload it yourself.

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replied on March 26

i did try to create multiple rules. one for entry created, one for entry moved, and another to run the workflow every 5 minutes

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replied on March 26

Can you get the entry ID of one of the documents that came through Import Agent and one that you uploaded yourself? Then run a search in the Workflow Designer on those entry IDs and see if you get any results. Curious if this workflow is running on both documents or not. I suspect it's something like @████████ described where the workflow might be running on both, but can only perform the activities properly on one of them due to text missing.

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replied on March 26

I searched both entry ids and the workflow ran on both. oddly enough the document uploaded through the email archive reported no errors even though the text was not pulled into my template. however it did show an innocuous error for the one i uploaded directly. even though it worked perfectly.

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replied on March 25

I'd guess that your email archive agent process does not automatically generate text, which would explain why regex (on the text, I assume) wouldn't work. If this is the case, I suggest two things:

Enable "Generate Laserfiche pages for PDF attachments" in the Email Archive profile.
Add a step to your workflow to check if the entry has text and, if not, generate the text before it proceeds with the regex. This way, no matter the source, your workflow will ensure there is text to use. I personally use a separate workflow to do this since it is reusable. Example below, where the "If Generation Incomplete" is using the "Page Count" property returned by the "Find Entry" activity.

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replied on March 26

i had page generation already enabled in the email archive however my workflow is simple, ive attached an image of it.

I do not have the first 2 activities you listed on your example available in my toolbox.

lf help.png (11.11 KB)

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Workflow is not running on attachments pulled via email archive

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