Folder Watch

Normal

Any file dropped into the Watched Folder will be imported into the specified node.

CSV

PaperTrail will scan the watched folder for any CSV file. The CSV will then be processed and matching files will be imported with their indexes. 

Filename : Sample.csv   
    filename,index1,index2  
    Sample1.txt,value1,value2  
    Sample2.txt,value3,value4

Filename : Sample1.txt
Just some content in Sample 1

Filename : Sample2.txt
Just some content in Sample 2

In this example Sample1.txt and Sample2.txt would get imported with the index values (value1,value1) and (value3,value4) respectively

Import and Sync

Import and sync works by creating a temporary staging table to contain meta data coming from external systems - This meta data is dropped off in a XML or CSV file. A mapping file is used to map and reformat the data in these files, the mapping file takes the format of a CSV file imported into PaperTrail with the following columns:

Column Description
name CSV Only - The name of the CSV column
xpath XML Only - The XPATH to use
index The PaperTrail node index name
expression Optional - A Groovy standard expression used to filter or reformat the data e.g PREFIX-${value} - Add a prefix to the value ${value.find('\d+')} - Extract only digits using a regular expression.
format Optional - The date format of the value in the CSV/XML - PaperTrail will parse the date using this format and then reformat it using the configured system wide format for consistency. 
Filename : Mapping.csv   
       name,index,expression,format  
    index 1,filename,,  
    index 2,index2,,  
    index 3,index3,${value}-smith,  
    date 3,date3,,dd/MM/yyyy

Filename : Data.csv
    index 1,index 2,date 3,index 3  
    file1,oncreate,01/01/2015,john

Filename : XML Mapping.csv

    xpath,index,format,expression  
    /Data/index1/@value,filename,  
    /Data/index2/text(),index2,  
    /Data/index3/text(),index3,,${value}-smith  
    /Data/date3/text(),date3,MM/dd/yyyy

Any changes on the mapping file will have to be followed by a restart of PaperTrail, and a reprocess of data files. To make testing easier, you can drop data files. Once processed view the data in the 'sync_${import name}' table eg. SELECT * FROM sync_seesvee

Filename : Data.xml
 <?xml version="1.0"?>
    <Data>
        <index1 value="file1"/>
        <index2>onupdate</index2>
        <index3>john</index3>
        <date3>01/01/2015</date3>
    </Data>

Structured

  • Structured imports import raw textual data and overlay it onto a PDF Template.
  • A Datamap file is used to map blocks of text to fields in the PDF.
  • The raw data can optionally be processed through an executable (.exe) or a groovy script to format it, so that the datamap can extract the content correctly.

Update

Deprecated in favour of Import and Sync CSV or XML

Attach To Form

This will spawn the specified form and attach the document dropped in the watched folder to the form.

Document Archive

  • This will import a complete document with all versions, indexes, notes, etc.
  • Document Archives are created using Bulk Export or an Auto Export rule.

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