Export scripts

FileHold data can be exported to other systems upon a document action or workflow activity completion. For example, invoices can be sent to an ERP or accounting system to help automate invoice processing.

An export script is a combination of dot net executable code installed on the FileHold server and the script configuration. The executable code can be created by customers, resellers and FileHold Professional Services team. The export script contains a DLL and the parameters for export. It is possible that the same script DLL could have more than one configuration, effectively creating more than one export script. Export scripts are managed by a system administrator.

Customers with the correct skills and tools can create their own export script DLLs.

Once the export script is configured, it can be added to a workflow template activity. A new Automation field is available to select the export script to run once the activity is completed. Then data is exported according to the script configuration.

The script execution can be viewed in the Batch jobs report.

To add an export script

1. Copy the dll file to to C:\Program Files\FileHold Systems\Application Server\Scripts\Export on the FileHold server. Multiple scripts can be separated by adding them to subfolders. 
2. Go to Administration Panel > System Configuration > Settings > Export Scripts.
3. Click Add.
4. In the General tab, enter the following information:

• Name – Enter a name for the export script.
• Description – Enter a description for the export script.
• Batch job owner – Select the name of the user who can view the exporting of the data in the batch jobs report.
• Script DLL – Select the DLL from the dropdown list. The list is populated from the DLLs in the Export folder on the server.

5. Once the DLL is loaded the attributes are displayed, such as if the script allows for restarting of failed batch jobs and the version number.
6. In the Parameters tab, enter the configuration details necessary for the export script DLL. The fields displayed here vary according to the DLL. See the configuration instructions or install guide for the DLL you are setting up.
7. Click Validate to execute any validation procedures included in the export script DLL.
8. Click Save to save the configuration.
9. Add the export script to the workflow template and initiate the workflow. Complete the workflow activities that include the export script.
10. Open the Batch jobs report to review the export progress and view any messages.

To edit an export script

1. Go to Administration Panel > System Configuration > Settings > Export Scripts.
2. Do one of the following:

• Double-click on a export script name.
• Select the check box next to the script name and click Edit.

3. Make changes and click Save.

To delete an export script

1. Go to Administration Panel > System Configuration > Settings > Export Scripts.
2. Select the check box next to the script name and click Delete.
3. At the message prompt, click OK.

How to manipulate the export scripts view

The export script list can be modified to add or remove columns, resize or change the order of the columns, sort ascending or descending, filter the results, and save these different views. See How to manipulate the watermark template view for more information.

Exporting the export scripts list

The export script list can be exported to a PDF, Excel, or CSV file. See Exporting the watermark templates list for more information.