VB Scripting for Perceptive Content Application Plans

VB Scripting is an easy to use method for customizing Perceptive Content (ImageNow) Application Plans, giving you more flexibility in how you retrieve and interact with data from external applications. With very minimal coding knowledge, users can insert small snippets of VB Scripting to parse data, add basic conditional logic, or manipulate values to match expected formats in your workflow.

Watch RPI’s John Marney and Michael Madsen share some of our most commonly used VB Scripts that you can start using today in your Application Plans.

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John Marney:
Hello, everyone. And welcome to another RPI Consultants Webinar Wednesdays with Michael Madsen and John Marney. Oh, I just hit my microphone. Sorry, that was probably pretty loud.

Today our topic is VB scripting for Perceptive Content. This is a semi-technical webinar, and you’re going to see some code snippets. Those are all available to you after we’re done at request.

Coming up, later on in May, we have a two-day big webinars series for all of our Infor Lawson clients. That’s going to cover a huge variety of topics, but largely focused on a lot of information around the V11 Cloud suite, but really much more.

Next month for the CPA webinars, on June 5th in the morning we have a Webinar on system and database and maintenance best practices, which I believe the plan is right now that you will see a Michael Madsen redux on that one. And, later in the afternoon, accounts payable automation for invoice processing. That’s a mouthful.

Meet your speakers first. Myself, Manager of Solution Delivery here on the Content and Process Automation team. I have extensive experience around all of the ECM and OCR product offerings that we have, Perceptive, Kofax, and OnBase. And the majority of my experience comes from the healthcare back office, including accounts payable and human resources. I am a proud new father as of March 21st and yeah, thank you. Thank you. And I’m dealing with all of the great sleep that comes with that.

Michael Madsen:
Hello, I am Michael Madsen. I work mainly with accounts payable and human resource solutions with Perceptive products with commercial and higher education companies, most of the time. I’m the office dungeon master, and we’re hoping for a net 20 on this webinar.

John Marney:
Jumping right into our agenda, we’re going to avoid some critical failures. First, we’re going to tell you about RPI Consultants. Then we’re going to list the different types of Perceptive integrations, but really focusing in this webinar on just one, which is using VB script and Perceptive. We’re going to jump into a bunch of useful examples, at least we think they’re useful, and we hope you do too. And then, we’ll wrap up with questions and a summary.

Before we go any further, warning, again, this is semi-technical. So, if you are ever feeling like you’re in over your head, that’s all right, we can help you with that. Again, the example code that we’re using here and even more is available upon request. And we have to give the condition that implementing code is done at your own risk. So, anything you see here, make sure you know what you’re doing and do it in a test environment, because I know each and every one of you have a test environment set up. Side effects of poorly implemented code are infinite loops, machine crashes, data loss, and spontaneous black hole creation such as this. But that’s real.

All right, Mike, tell us about RPI.

Michael Madsen:
So, if you guys don’t know that much about RPI from all of our webinars, we are a consulting firm with over 80 full time consultants, project managers, and technical architects. We have offices all over the country, but mainly in Tampa, Baltimore, and Kansas City. We generally work with anything from health checks to implementations, new solution designs. Basically, if it deals with imaging software, we can help you out with it. The main platforms that we work with are Hyland products, Lawson, Brainware, OnBase, pretty much anything imaging related.

John Marney:
So, all that said, our topic today is integrating with Perceptive Content specifically. So, there’s four main types of ways that you can integrate with Perceptive Content. The first one, iScript, extremely ubiquitous across all Perceptive implementations. These are how you automate your workflow processes, integrate with outside systems, et cetera. On the client side, there’s an API, which is called the Com Object. We’re gonna touch on that briefly today. And then, there’s also the majority of what we’re talking about, VB Scripting, and finally Integration Server, or formerly, Message Agent.

Michael Madsen:
All right, so first, what is VB Scripting? A lot of you probably already know VB script is just Microsoft coding language that you can utilize within the operating system, and it helps you really extend some of the usefulness of your application plans and capture profiles.

John Marney:
Yep. Some quick basics for anybody who isn’t super familiar, scripting is a combination of different things. The first most basic type of scripting is using logic statements. If then, else, if then, and else. We’re basically defining what actions we want to take when certain conditions arise. So, then we have various ways to evaluate conditions. If X is less than two, return blue, else, return green, right? Finally, you have, a little more complex, you have loops. So, while X is less than five, return green, and then on each loop add one to X so that it will no longer be true after five loops.

Okay. That’s the 30 second version of what scripting is. So, I’m sure you’re all well-educated. So, let’s get started.

Michael Madsen:
All right. So, when we get into VB Scripting inside of something like an application plan, the nice thing about this is that we can utilize VB Script to help us move through whatever pain we’re looking at. So, instead of just doing a normal screen scrape where I’m using like whatever is displaying on the computer to find the exact node, I can actually use the trees inside of the page structure to find exactly where that value is. So, if we utilize that tree, then it helps us get that