ECMS - Using AppGetTree in a Chrome-based learnmode

Perceptive Content includes a new LearnMode enhancement for capturing values from a host application. The new method involves a VBScript function called AppGetTree(). 

A sample script that works with UW-Madison's HRS implementation for use with the scanning of personnel documents is included at the bottom of this kb.

Additional versions of the script that contain functions for truncating fields 1-5 and for swapping first name and last name are available to view and download here for use as-is:

64-bit operating system – The AppGetTree() function is only supported on 64-bit workstations.

Internet browser – Hyland Technical Support recommends using Google Chrome for best results. When using AppGetTree with Google Chrome, only elements from the active tab will be pulled. Hyland does not support Firefox for this method.

Temp folder – Ensure that the C:\Temp folder exists on the workstation executing the VBScript and that the user has read, write, and modify access to this location. Create the location if necessary.

In the Perceptive Content Management Console, click "Application Plans", click "Learnmode", and then click "New".

In the Plan Settings window, name the application plan accordingly, select "Window Title" in the Method list, and then enter "*Employee Information(ImageNow) - Google Chrome*"

In the Learnmode Application Plan Designer window, select "Window Walker" from the method list.

Note: Selecting Window Walker mode will reduce linking time. It is also possible to use a manual application plan for this process; however, if the plan needs to be changed in the future this may result in the need to completely re-create the manual application plan.

Do not define dictionary values in the Dictionary section.

Click the "Map" tab, and then ensure that all fields or custom properties being captured are set to "Literal" in the Application Plan Designer.

Note: If prompted to provide a default value for the field, type "To be set by script".

Under the Maps tab, double-click "Field1".

In the Field1 Attributes window, in the Script list, assign the sample VBScript (see the Sample Script section), and then click the ellipsis (…) button to open the script window.

Review the instructions in the Creating the AppGetTree VBScript section of this article to make the necessary changes to the script.

The following instructions provide the steps necessary to customize the provided sample script for a particular environment.

Note: See the Sample Script section for a copy of the default script. 

Locate the following line: treeInfo = FindTreeGetNodes("*Host Application*") and then replace the text in quotes with the value used to identify the window title ("*Employee Information(ImageNow) - Google Chrome*").  For example: treeInfo = FindTreeGetNodes("*Employee Information(ImageNow) - Google Chrome*")

Ensure that the desired ERP window (HRS/SFS/SIS) is open and ready to link.

Uncomment the following line in the script: 'call debOut(treeInfo(0), "C:\temp\debout_0.txt")

Note: This line should only be uncommented when initially generating the element tree for the host application window. Once the tree has been successfully created, re-comment the line.

In the script window, click "Test". This will generate a file called "debout_0.txt" (located in C:\Temp), which will open and display an element tree for the window.

Within the debout file, locate the value to be captured.

In the vicinity of the desired value, locate the nearest anchor tag.

Note: An anchor tag is a value that will not change depending on the record being displayed in the host application.

          For example, a tree may look like the following:

In this example, an anchor tag for Employee ID is label[Employee ID:], where three rows below it is the value for the specific record in the window (00123456). While the value of Employee ID will change depending on the record being viewed, the anchor tag will always be named the same.

It may be necessary to try several different anchor tags in order to find the one that works best.

After identifying an anchor tag, count the number of rows up or down to reach the value to be captured.

For example, using the label[Employee ID:] anchor tag, the value to be captured (00123456) is three rows below the anchor tag, hence the count will be +2.

As an additional example, if the value to be capture was two rows above the anchor tag, the count would be -2.

In the VBScript, locate the following line: ‘capturedValue = GetValueFromAnchor(treeInfo(1), "YOUR ANCHOR TAG HERE", <+/- number of lines to desired value>)

Copy this example, and then paste a copy underneath it. In the copy, uncomment the line, and then replace the placeholders with the anchor tag and row count previously identified. Additionally, rename the capturedValue variable to an accurate identifier.

For example: Employee ID = GetValueFromAnchor(treeInfo(1), "Employee ID", +2)

For each additional value that needs to be captured, repeat steps 5 through 7 to identify the anchor tags and row counts, and then insert a new GetValueFromAnchor function for each, assigning them to their own variables.

          For example:

Assign the captured value(s) to the required fields or custom properties for the Content document. To do this, go to the following commented line: ‘This assigns the values to the Fields

Underneath the comments, add the operations to map the captured values to the applicable fields or custom properties. 

For example: