Hi everyone,

I'm trying to find a way to automate an Excel invoice register using Laserfiche Cloud, and I'm wondering if this is possible with native Laserfiche features.

The idea is that when an invoice is uploaded to the repository, I will have its metadata extracted into fields (invoice number, vendor, date, total amount, etc.). I'd then like a workflow to retrieve those values and add them as a new row to an existing Excel table stored in the repository.

Has anyone done something similar? I'm curious if there's a way to accomplish this directly through Workflow, perhaps using merge fields or another built-in feature.

Any suggestions or examples would be appreciated.
Thanks!