You are viewing limited content. For full access, please sign in.

Question

Question

insert record to excel file through workflow

Laserfiche Version 9 Workflow
Updated August 6, 2021
asked on February 22, 2016

hi to all

i am looking following scenario

1. Query from the Database 

2. as per the query result i am searching laserfiche entry.

3. if entry not found as per the record need to insert to the Excel file.

4. after completed all records need excel file to send to via email.

 

Thank you.

Best Regards

Mazahir Naya 

1 0

Replies

replied on June 22, 2016

Dear Mazahir,

Please follow the below steps sequentially :

1- "Query Data" activity in order to select the row from the database.

2- "Search Repository" activity with the related search syntax in order to find the the document into laserfiche.

3- "Conditional Sequence" activity in order to check if the document exists.

4-"Insert Data" activity and configure an excel DATA SOURCE with the specified path from the PC then insert the values retreived from the point 1 into the excel.

5-"Create Entry" activity in order to create an empty document into laserfiche.

6-"Attach Electronic Document" activity in order to import the excel file created to the empty document created into point number 5.

7-"Email" activity with the excel as attachement.

8-"Custom Query" activity in order to empty the excel file that exists into the PC use the following query "Delete FROM [Sheet1$]"

 

Regards,

Toni

4 0
replied on August 6, 2021

One thing I would like to add to this is that in step 8 you may run into an error like I did stating that, "Deleting data in a linked table is not supported by this ISAM". To get around this, you will need to run a Custom Query with an UPDATE command and set all the fields to ''.

UPDATE [Sheet1$] SET [My Field]='' WHERE [This Field] IS NOT NULL

 

1 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...