Hello all.
I need to come up with a contingency plan for work. Currently we use Laserfiche and the new owners want to switch us to their outdated system. I handle all of the engineering for the company and Laserfiche saves me alot of time with its automations. All of our project info is in folders in teh repository. Metadata like job address, permit jurisdiction and other things. Mainly I use the address and Jurisdiction and job type.
My current workflow is as follows:
First, I start a process on the job folder that will look up the permit Jurisdiction in the database. It will grab info like Engineering type needed by the specific Jurisdiction. In the same workflow, it will grab a pre-configured CAD file determined by job type. It will name the cad file which is just [jobnumber] - CAD File. All of the photos and documents I need are in the job folder.
After I complete my drawing, I print a copy into Laserfiche (using Laserfiche snapshot) and that triggers a workflow that Sends that drawing to the branch Administrator, then the Homeowner with license and insurance info for their HOA.
Then, I will publish the file with all of the connection details needed. Laserfiche will generate a seperate filename that is friendly to the engineering firm I send it to. I just copy that from the metadata. I usually just drag the published file into the Engineers OneDrive folder. After that I run another workflow that Sends an email to my Gmail account with some info in JSON format. That email is processed by N8N and updates a spreadsheet log the Engineer uses.
I know I can require the office admin to fill out a form and submit docs to me. Do you guys think I can duplicate something similar in N8N? I need to start planning this now…