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Question

Copy/Move a document/scanned image to a windows folder outside of LaserFiche Repository

asked on August 24, 2015 Show version history

Hi,

Question: We are using QuickFields to scan Claims form and move its contents to metadata and store them to repository. Once the data is in the repository, we then use LaserFiche Workflow to perform few custom validations and move the contents to our core application database and also move the image to archive folders.

Using QuickFields / LF Workflow -- Is it possible to move the document or scanned image to a windows folder located in our network drive?

Please advise!

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Replies

replied on August 25, 2015

There are no real functions that do this well 'out of the box' with workflow but you can write your own custom scripts within workflow to do it.

 

However we've found a better approach to our customers that need this functionality to use Cliff Primmer's "Document Export" workflow activity. The activity is a custom workflow activity that is a very reasonable license ($500). Once installed it's a normal workflow activity that your project engineers and customers can use. 

 

There's a 30 day free trial here: http://qfiche.com

 

He also has quite a few other handy workflow add-ons, some that are even free. Very helpful resource!!

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replied on July 26, 2016

Chris,

I'm testing the folder export tool from Qfiche for a customer. The workflow I built works great If I manually run the workflow. However, even after setting up normal starting rules It doesn't seem to want to run automated.  I've replaced the tool and used the typical 'route to folder' tool and the automation worked fine. So I have it ruled down to some sort of set up error that I am doing wrong. 

Any help is greatly appreciated!

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Capture 1.PNG (6.43 KB)
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replied on July 26, 2016 Show version history

I wonder if it's a permissions issue? I notice it's going into your user space. The user that workflow runs under needs access to this folder. If workflow is running as System it probably doesn't have access to it. 

 

You might try pointing it at a non user space on your C drive to see if it works. (Maybe something like c:\TestOutput). I'm assuming you've already given it enable file browser permissions as per the instructions otherwise I don't think it would execute when you tested it. 

However when you test it you are actually executing the workflow under your permissions. This sort of issue pops up all the time when testing scripts as well. So if you point it to something outside of the user space it might work under the default SYSTEM login. (and even if you have another user workflow runs under, it probably doesn't have access to YOUR userspace!)

 

Otherwise, I'd send an email to cliff. Since it's his product he might be able to help better than I would!

-Chris

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replied on July 26, 2016

Corey - The activity will report any errors or warnings back to workflow and it also returns 'Success' and 'Return Message' tokens.  Did anything show up in the workflow Messages tab when the workflow gets triggered with the starting rule?

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replied on July 27, 2016

Hey Guys,

 

Thank you for the responses! and Cliff, thanks for the email, I saw that as well. I did make the starting rules on a schedule but am still having the same issue.  All permissions are set up per the instructions. However, I have not tried moving the folder off of the user space. Let me try that, and I will let you know how it goes.

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replied on July 27, 2016

Unfortunately this did not solve my issue. Again, it worked when I force it to run. But it will not run automatically. I have also refreshed/restarted my services just to be safe.

Here is what my workflow looks like when I run it manually.

Folder Export 1.JPG
Folder Export 2.JPG
Folder Export 3.JPG
Folder Export 4.JPG
Folder Export 5.JPG
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replied on July 27, 2016

The last screenshot indicates the workflows terminated, but the previous ones are from a running instance. Can you open a terminated instance (or if you're starting a new one, press F5 after you open its details to refresh the data)? Then take a screenshot of the Messages tab showing the termination error.

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replied on July 27, 2016

I F5'd my most recent test. Screenshots attached.

Folder Export 6.JPG
Folder Export 7.JPG
Folder Export 8.JPG
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replied on July 27, 2016

I also just found this tab. I thought I selected a path but I notice it looks blank.

Folder Export 9.JPG
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replied on July 27, 2016

Can you post one that you tried to run through workflow that errored out? so we can see any error messages under the messages tab?

 

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replied on July 27, 2016

On that 9th screenshot you posted with all of your previous runs, dbl click on one of the terminated ones (with the red x) and post what it shows in the messages tab.

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replied on July 27, 2016 Show version history

sure thing. This error only seems to be because it was a zero byte file.  I've run this with normal docs too. Same result. I have tested this on two separate computers.

Folder Export 10.JPG
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replied on July 27, 2016

That path still shows it as under the "Users" folder.

 

Create a folder on the C: drive called "TestExport" and point the export control to that folder instead. Then try running the export again.  I don't know what happens when it encounters a zero byte file - i don't know if it stops there or if it continues. I'd make sure you have actual documents for all of them before you export during testing.

 

Assuming it works, you can create something with workflow that makes sure the file is either electronic or has at least one page when you build your production workflow to get around this. 

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replied on July 27, 2016

Corey - The activity is throwing an error when it encounters a document without any pages to export.  When the activity throws the error it terminates with that message instead of moving to the next document to export.  I can modify the activity to instead throw a warning message instead of an error message.  I will PM you in a few minutes...

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replied on July 27, 2016

So Cliff helped me figure out the problem. I have to use the "find entry" tool and not the "Find Entries" tool.  We tested and it works great! Loving this product.

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