We are currently using Laserfiche 8.2.1. Is there a method of populating template fields from a database lookup without using Quick Fields or Work Flow, perhaps using the Integrator's Toolkit?
Hey Jerry,
Sure, you could use the SDK to fill metadata fields with a lookup, but I'm curious why you're unable to use Quick Fields or Workflow. Using Workflow to perform the lookup would likely require much less time and troubleshooting. Additionally, we have resources available in our help files listing the steps required to perform a database lookup using Workflow, while such explicit help files do not exist for the SDK.
Thanks Rob,
We are currently using the Quick Fields real time lookup, but the documents are electronic documents and there are multiple analysts who need access and frankly Quick Field licenses are too expensive to provide to everyone. So we have one central workstation where the Analysts have to go to process their documents. The unit would like for the Analysts to be able to process from their desks.
We also unfortunately do not have Workflow to utilize for the lookup process so that is why I am looking for some other option.
In the Code library, you can find an article titled:
Populating Template Fields with Information from a Third-Party Database
It is old and written for LFSO7, but it would give you a framework for the logic of pulling the data from your DB and then you would have to fix/upgrade the LFSO code or convert it to use RA.
Thanks Bert!
No problem. Glad to help. Just realized that in your original post, you stated that you were using LFS 8.2, so converting to RA is not an option. Probably just changing the references to LFSO8.2 and fixing a few things to reflect the syntax change from 7 to 8 and it should work for you.