Can data captured through Laserfiche Forms be exported into an Excel spreadsheet? The user wants to do calculations in Excel with the data captured in Laserfiche Forms out in the field.
Using the Insert Data activity in Workflow will allow you to populate Laserfiche Forms data into an Excel spreadsheet. You might find this previous Answers post useful.
Depending on what type of calculations you were thinking of, did you know that you can also use JavaScript to do calculations for you from within the form? You can find some sample code here.
One option, as Cathy mentioned, would be to have Workflow directly update the Excel file. However, there are some limitations to this method to be aware of: the Excel file being referenced by Workflow would need to reside outside the Laserfiche Repository and the Insert Data activity can only access a single Excel file at a time.
Another option would be to have Forms kickoff a Workflow to store the desired data in a SQL table. Users could then use Excel's External Data functionality to generate reports, perform calculations, etc. using the submitted data stored in the SQL table (see this article on connecting external data tables to your Excel workbook).
You can download the results of a process in .csv or .xslx format. See this help topic for more information.
Hi Hedy,
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I have a question related to the same topic but in a different way, i need to export the data populated through forms based on different conditions in lookup rule to an excel sheet which can be shared/printed or the users can create different types of charts/reports within excel itself.