This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

Script to create documents via barcode

I've got a couple of different classes of document that I'm looking at automatically importing into M-Files via the File Source arrangement.

The idea I had, after seeing all the posts about using barcodes to locate existing documents in M-Files and updating them, or to add barcodes to existing documents, was to configure the barcode with appropriate information, including a Class Identifier, and have M-Files handle it.

Where I'm stuck, is that I'm not sure where the script should go (i.e. event handler, workflow with automatic state transition, other?), as I want M-Files to automatically create new documents based on the details in the barcode.

My intention was to use a compound barcode, i.e. DocClass-JobID-ClientID, and parse the values into appropriate properties, as the values are used in M-Files as external IDs anyway. Documents would have the barcode automatically generated by the external software, for use as automatic entry into M-Files.
As I understand it, the Importer can deal with single value barcodes (or OCR text values, for that matter), but since I want to preset the document type and the other information in the barcode, I don't know whether a workflow, event handler or similar would be the appropriate place for it. I've got workarounds available (separate file import tool per document class, reading from a separate folder, as an example) but would really prefer to be able to parse the barcode, set the document class and properties, and be done.

Any suggestions?
Parents
  • We use barcodes on our IT forms, and we use the barcodes in such a manner as to determine the class of the form, and a second value, for example, software. So, for an access request form to get onto our ERP system, the barcode would contain AccessRequestForm#ERP (because I don't foresee '#' being used for anything else, whereas '-' could well be in the software name).

    This one barcode string goes into one property. I then have other automatic properties on the object that take on the substring either side of the '#', so they get separated into 'AccessRequestForm' and 'ERP'. The document then gets taken through a workflow which uses these two values to set other properties (i.e. Class and Software).

    I hope this helps, as it sounds like you're trying to achieve something similar to what I had to.
Reply
  • We use barcodes on our IT forms, and we use the barcodes in such a manner as to determine the class of the form, and a second value, for example, software. So, for an access request form to get onto our ERP system, the barcode would contain AccessRequestForm#ERP (because I don't foresee '#' being used for anything else, whereas '-' could well be in the software name).

    This one barcode string goes into one property. I then have other automatic properties on the object that take on the substring either side of the '#', so they get separated into 'AccessRequestForm' and 'ERP'. The document then gets taken through a workflow which uses these two values to set other properties (i.e. Class and Software).

    I hope this helps, as it sounds like you're trying to achieve something similar to what I had to.
Children
No Data