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Reporting on field values by folder or record series

posted on February 16, 2015

I would like to run a report somehow from Laserfiche that will tell me for each record series, which document types or unique identifiers are attached to that record series without having to go manually into admin console and open each template to manually check. Will this require a Workflow to loop through the repository, a SQL report, or a 3rd party tool? Thanks.

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replied on February 17, 2015

Hey Scot,

 

If the values you would like to report on are stored in your metadata fields, this should be quite straightforward!  I imagine this being accomplished with Workflow with the following activities:

1) Search Repository - create a search that will find all the records you want to report on

2) For each entry - to loop through each entry you found in the search

3) Retrieve Field Vlues (within loop) - store the metadata value of the current entry to a token

4) Insert Data - Write the value to a database (perhaps with the entry ID or record series name in the adjacent column)

 

You may find that you need additional activities when building it out in your environemnt, but these 4 should cover the reporting of a certain value from the records in question.  If you have questions, just let me know!

 

Good luck!

 

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