Question

Export Search results in WF with custom column view to a CSV.

Laserfiche Search and Retrieval Ideas Workflow

Updated May 16, 2014

asked on May 15, 2014

Hello Everyone,

I am trying to create report that can be automatically exported to a CSV for the client with custom column view. The column view includes the template field values only and may be some default column(s) like Creation Date, Last Modified.

Please let me know if I can achieve this with current WF, if not, I will highly recommend this as a feature request as basically using this WF reporting option in conjunction with Business Process can create an on demand reporting tool that spits out a CSV file on the local/network location and that will be soo cool!!!

Thank you!

Best,

Himanshu

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Replies

replied on May 16, 2014

Hi Himanshu:

In regards to this, the easiest method I have found is to drop a shortcut of the referenced document or folder into a "spreadsheets" type folder. Fix up the columns to reflect all the most current information...then when you're good and ready to export, select the folder of this report, click file, Export, List contents. This is how I handled this...hope it helps.

Tony

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replied on May 16, 2014

Hey Tony,

Definitely an interesting thought! I am also trying to explore the Business Processes Reporting! Thank you for the idea!

Best,

Himanshu

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replied on May 15, 2014 • Show version history

Personally, I'd be more inclined to use the Enterprise Integration tools to insert the data into a database. You'd get a lot more in the way of reporting options.

If you really need a CSV, the obvious one is to use the Script activity, and write out the CSV yourself.

Another one (which I'll leave to you to test) is to create an ODBC connection using the "Microsoft Text Driver (*.txt; *.csv)" option. Workflow should be able to hook up to that like any other ODBC database and use the Enterprise Integration tools as mentioned above. I'm not sure how it would behave, but it sounds plausible.

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replied on May 15, 2014

I agree with you Devin there, but my rational is if there is already a database (Laserfiche database that's keeping all the index information and other generic information) why not leverage that. I did think about writing the field values and the rest of the information to a temp DB and create reporting out of it, but that will not have the on-demand reporting feature that can be achieved with leveraging the Business Process.

I have done some Crystal reporting and SQL reporting in the past and definitely what you suggest could be a way with enterprise integration tools.

Still achieving the kind of sophisticated reporting with single click on Business Process might be really appealing for execs and higher ups.

Thanks for the inputs though! :)

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replied on May 15, 2014

Your original title implies that you want the result of a search.

I don't think I understand what you are trying to achieve. Are you trying to report off of what the BP's are doing? In that case, I don't see how a CSV is any better than a database.

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Export Search results in WF with custom column view to a CSV.

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