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Resonate KT Knowledge Base > WebReports Discussion > How Do I Get Started On
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WebReports Discussion
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Get help or share ideas and techniques for creating applications and reports with WebReports and WebReports Extenstions for Workflow.
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Started: 2/12/2010 11:23 AM | |
|  | How Do I Get Started On.... I am trying to use WebReports to create a "table of contents"/browse list based on "topics" pulled from Word documents.
The Word documents are not CSV, HTML, or "strict" formats. At this point the closest I can get to "strict" or any "format" is the user includes a bullet and the word "Topic" plus a topic-title before launching into a short discussion on the topic. In reality, these documents are meeting minutes/notes created on the desktop and uploaded to Livelink.
What I'm hoping to do is use WebReports...find documents with "Topic"...create a browse list (hyperlinked of course) that users may select the topic and read the information.
Any suggestions on where I need to start? Or is this even possible (according to WR product info: "yes")? If someone would be so kind as to point me in the right direction, I would certainly appreciate it very much. | |
Posted: 2/12/2010 2:02 PM | |
| | Hi,
I think this can be done with WebReports. One of the approaches discussed here was to use a Saved Search Query as a datasource to a WebReport. By using the search capabilities of Livelink we can use a Saved Search Query to find documents that have a particular keyword within its contents. In this case the "Topic" keyword. You can create a Saved Search Query by going to the Livelink Advanced Search Page. In the Full Text section you can specify the text to search for (Eg. "Topic") and the "Within" criteria set to Content. If you have a specific location in Livelink where users will upload these Word documents to, it would be good to specify the "Browse Livelink" section to a folder to search from. Note the search query will also search sub-folders of that folder. Then all you need to do is click the "Save Your Search" button and save the search query in Livelink.
The next thing to do is create a WebReport and select this Saved Search Query as the Data Source Type = Livelink Query. When you run the WebReport it will run the search query and each document will return as a record in the row section. Columns such as DataID, Name, CreatedBy, etc. are available to access and display here in the row section.
If possible it would be great to have a "strict format" to indicate the Topic of the document. (Eg. Topic: <topic-title>) This way the search query is more powerful and will return the relevant results all the time. In addition, it also might be useful if the users can include the "topic-title" in the name or description of the Word doc that is uploaded. This way the topic-title can be easily extracted and hyperlinked in the row section of the WebReport. We have access to the Name ([LL_REPTAG=Name /]) and description (using NODEINFO sub-tag) and can hyperlink the title using the DATAID of the document. If we need to extract the topic-title from the contents of the Word doc that may be a little more difficult to achieve and I'm currently not aware how this can be done.
Let me know if you need any clarification or if you have any additional questions. Hopefully this will point you in the right direction.
Regards,
Stephen | |
Posted: 2/13/2010 2:30 PM | |
| | Stephen:
Thank you for the quick response and direction. I did think about using the search so I'm glad you confirmed that as a good place to start. I think I might be able to get the customer to think about using a little more "strict" format to improve the efficiencies of Livelink and WebReports.
Thank you again,
Darrell | |
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