Question

Pattern Matching, please help

Pattern Matching and Regular Expressions

Updated June 29, 2017

asked on June 28, 2017

We always get the same file name back signed by applicants. So we could use the file name of each pdf file as Type of Documents.

I setup all types of documents under Metadata/ Fields. I'm trying to setup pattern matching but cannot figure out what pattern I would put in.

For instant, "Offer Letter.pdf"

If I want "Offer Letter" as type of document, which pattern should I use? Some documents are "Non disclosure agreement.pdf" so no pattern but just file name except for ".pdf" as type of document.

Is there a better way to retrieve other than pattern matching? Thank you,

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Answer

SELECTED ANSWER

replied on June 28, 2017

You would add an "Assign Field Values" under the Pattern Match and add the token value from your pattern match to the field.

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Replies

replied on June 28, 2017

You could use a regex like (.*).pdf to get everything before the .pdf extension.

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replied on June 28, 2017

That works! Thanks, So how do I use it for type of document as field? sorry for my lack of understanding. still newbie for Workflow. Thanks,

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SELECTED ANSWER

replied on June 28, 2017

You would add an "Assign Field Values" under the Pattern Match and add the token value from your pattern match to the field.

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replied on June 28, 2017

Hello Jay,

If you're interested in learning more about pattern matching, I would suggest that you take a look at this presentation from Empower 2017: https://support.laserfiche.com/resources/3576/pqf204-pattern-matching.

As Darrell mentioned, you can pass tokens from the Pattern Match activity to an Assign Field Values activity in order to set metadata fields. Pattern matching is a very valuable tool for Workflow automation so learning how to use it effectively will take your Workflow-building to the next level!

Best regards,

Adam

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replied on June 29, 2017

Thank you Adam,

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