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Question

Question

Is there any way to automate an export to csv from LF repository?

Version 9 SDK Workflow
Updated April 7, 2014
asked on April 7, 2014

What we are trying to do is…..

  • We got template created for users who save any document using this template – have to enter values to the fields of template.
  • Then their manager(s), has to export list contents to excel spreadsheet, to manipulate these data.
  • Manager wants this spreadsheet with list contents(which is values in the template fields) – should be delivered to them in email – instead of looking through the volume-departmental folders-2 more level of sub folders – then export it to spreadsheet.
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Answer

SELECTED ANSWER
replied on April 7, 2014 • Show version history

Hey there,

 

There are a number of ways:

 

  1. Create and save a custom search which will produce the list of document without having to look through folders
  2. Use workflow to create a regular report (as Bert suggested)
  3. What we do in our office is: Used a workflow to write the details of new documents to a database table, outside the Laserfiche database. The manager then uses Excel to import the data directly from the database. It saves the step of going through email.

 

-Ben

 

 

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Replies

replied on April 7, 2014

There is not a direct task to do what you want, but you can use scripting to create the csv.

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replied on April 7, 2014

Thank you Ben. That will work for me.

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