Watch the Demo: Use RPI’s Yoga Link to Search and Link Documents in Web Browsers

RPI’s proprietary Yoga Link™ Chrome Extension gives you the ability to quickly search or link keywords to documents in ImageNow and OnBase using web-based viewers.

Searching and indexing documents with the keywords from your business applications are important features offered by Perceptive Content (ImageNow) LearnMode and OnBase Learnsets. However, this functionality typically requires the full software client and license, limiting how and when these tasks can be completed.

To make keyword searching and linking more accessible, RPI has developed the Yoga Link™ Chrome Extension which can be used with Perceptive Experience, OnBase Web Client, and Yoga Docs™.

Transcript:

Speaker 1:
Hello and welcome to the demonstration for RPI’s Yoga Link. Yoga Link is a browser extension meant to integrate web based ERPs with web based ECM clients.

Yoga Link has two major pieces of functionality. Number one is to scrape information from your ERP and apply that information to document index information in your ECM client. Number two is to scrape information from your ERP and perform a look-up into your ECM client to find and retrieve documents.

First, I’m going to demonstrate these two pieces of functionality. Then I’m going to show a bit about how it works. What you see on the screen are two things. On the left is a document opened in work flow in RPI’s Yoga Docs. A front end for perceptive content. I have an invoice open ready for keying into my ERP. On the right you see a basic invoice entry screen in our Lawson sandbox environment.

For the sake of this demonstration, I’ve already keyed in the necessary invoice information including vendor, invoice number and amount.

To scrape the data from my Lawson screen and apply it to my document, I simply hit the keyboard keys ‘alt’ and ‘l’ at the same time. You will notice the information quickly transposed over into the respective fields in Yoga. You see vendor id invoice number, vendor name and other information. Then I can route the document onto the next step in the process and move on.

Now, a day later, I, as an A.P. clerk, am viewing this invoice record inside of Lawson and want to find the associated image. I can simply execute ‘alt’ plus ‘s’ on my keyboard and Yoga Link will launch another browser tab and perform a search for this record. You can see it automatically retrieves the invoice image and displays it for me. I can review index information or eForm content.

Now, a little bit about how this works. Yoga Link dives directly into the html in the browser to fetch the necessary information. Mapping the fields can be done by using the inspection built into the browser’s development tools.

In front of me I have another invoice open in Yoga and a slightly different invoice entry screen that has not been trained yet. I’m going to map the company field from Lawson to Yoga. First I need to know what the field i.d. is for company and Lawson. I right click and inspect. Navigate the page’s html tree to where the company field is highlighted. I need to note the field i.d, in this case, underscore F eight.

I then perform the same steps in Yoga. Here I can inspect the field directly. Yoga is very straightforward in that fields one through five have the same i.d. The custom properties use the custom properties unique i.d. from Perceptive Content.

I then open the extension. Give it a new unique name. Save the configuration, and I find that the i.d. of the field in Lawson on the left side, _F-8 and I specify the i.d. of the target field under ‘target field.’ This is field one. I need to save again. Close it. Reopen it to verify that my configuration saved and now if I close my developer tools in both windows, I will enter the company i.d., one, in Lawson. I should be able to test using the ‘alt’ plus ‘L’ key.

You’ll see that ‘one’ mapped over into the company field in Yoga. Now, if I would like to configure a document look up based on this information, I can open the extension again, paste in the base URL. The syntax for this is different from system to system. Here I have the base URL for Yoga. Then further down I would enter the URL perimeter that we want to insert into that URL string from the field in Lawson.

In this case, I know that it is field one. I’ll save the configuration again and test the functionality using the ‘alt’ plus ‘s’ key. You can see that it opens a new Yoga tab executing the search. Since all I had was the company field one value, it found all documents that matched that search. If you see, it constructed the URL in the browser based on that field one value.

Of course, Yoga Link does work with other ECM clients and other ERPs whether you’re using Lawson, Peoplesoft, J.D. Edwards, Microsoft Dynamics 365 for your ERP or Yoga Docs, Experience, OnBase web client, or Kofax KTA, Yoga Link can be configured with your system.

Thank you.

 

X