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Question

Question

CSV File to Edit Metadata

asked on July 27, 2016

I wanted to see if I am on the right path in my workflow.   I have several hundred documents that metadata needs to be edited.   I have a csv file that has 2 columns - 1 is the Laserfiche entry id for each of those documents that need to be edited and the second is a sql identifier for an outside sql database which houses the correct metadata I need to use to edit these documents.

So my plan is to do a Query data on the csv file and do a for each row returned - find the entry using the entry id from the 1st column -- query the sql database using the 2nd column and then do the assign field values returned from the sql query for each of those found entries.   I believe this should cycle through each line of the csv and update all the documents with the new metadata.   Am I on the right track here or does anyone have a better way of doing this.    This is a 1 time correction only.  Any feedback or corrections would be greatly appreciated.  Thanks!

 

 

 

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Replies

replied on July 27, 2016

That looks like a reasonable approach. It might be faster if you put Find Entry, Query Data 2 and Assign Fields into their own workflow that gets invoked inside For Each Row.

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