Question

import agent 10

Import Agent Version 10

Updated September 14, 2016

asked on September 13, 2016

Investigating the use of Import Agent 10 to meet the needs of a client.

Question has to do with the ability to use meta-data fields and/or tokens to dynamically select the destination repository folder where the document is placed during the import process.

TIA for any/all assistance.

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replied on September 14, 2016

Bill - that's one of the things that Workflow is used for most often - retrieving field values and using them in document/folder names & paths!

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replied on September 13, 2016

Bill -

I don't believe this can be done directly in IA10, but you can always use Workflow to monitor the folder it's importing into to pull the info from the fields to create folder path, etc.

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replied on September 14, 2016

Jim:

thanks for the reply. not very familiar with the specifics of workflows. are you suggesting that a workflow could both interrogate the metadata to determine a specific folder AND actually move the document to that folder?

appreciate your patience

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SELECTED ANSWER

replied on September 14, 2016

Bill - that's one of the things that Workflow is used for most often - retrieving field values and using them in document/folder names & paths!

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replied on September 14, 2016

Thanks Jim, I really appreciate the help. Now I need to become a workflow master!

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import agent 10

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