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Question

Quick Fields Can't fix field on all documents in Document Manager

asked on December 16, 2016

I have a client that occasionally sends hundreds of text documents to quickfields with bad file names. Quick Fields populates a token for a company field based on the name of the file sent to it.

I have hundreds of documents piled up in the document manager that cannot be stored because the value that was put into a metadata field is not one of the items defined on the list of allowed entries for that list field.

The text files were supposed to be sent something like 01 - CompanyA, but they instead sent 01 - CompanyATXT, and the only values allowed for that list field are 01 - CompanyA and 02 - CompanyB.

 

I've tried the following with no success:

- Adding the bad value to the list in Laserfiche Admin Console, so it becomes allowable to store those documents.

- Creating Assign Token Value or Pattern Matching processes in the document classification, and then running the Assign Documents... from the document manager to try and run the process again.

- Replacing the token in that field under document classification with the correct value, and running Assign Documents...

I'm guessing that Assign Documents doesn't actually run the process again if it's already assigned that classification.

My predecessor set this up to happen in pre-classification, so I think my attempts to fix this in Classification will always fail.

There are hundreds of documents, and the only way to fix this that I've found is to fix the bad entry in the field one document at a time. Is there any way to change the values of a single field for all the documents stuck in document revision because they have a bad value.

I'd even take being able to force the documents to store despite the bad information, because then I can select all the documents in the Client and use 'Fields...' to fix them all at once.

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Answer

SELECTED ANSWER
replied on December 16, 2016 Show version history

These steps worked for me:

  1. Temporarily add the bad value to the list in Laserfiche Admin Console, so it becomes allowable to store those documents (as you tried)
  2. Go to Tools > Options > Metadata Updater and make sure the "Update Laserfiche metadata when a session is opened" box is CHECKED but the "Run only once a day per session" box is UNchecked (this is to ensure the Quick Fields has the most recent list values since you just changed them)
  3. Reopen the session (to get metadata updater to run)
  4. 'Store All' (I still got the errors this time)
  5. 'Store All' again (this time it worked)

 

Edit: 

As an alternate solution, I was also able to edit the document class to use one of the valid list values, right click the name of the folder the documents are stored to, choose 'Assign Documents' and re-run the document class. It does re-run the process again even when the documents are already assigned to that class. Make sure you have the 'Use metadata of the assigned class' option checked in the 'Assign Document Class' dialog. 

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Replies

replied on December 19, 2016

Changing the list values to add the incorrect item and then attempting to store twice in a row worked.

I request that you add this to your development queue as a bug, as this is not intuitive at all, and it should have worked the first time I attempted to store the scans.

Assigning document class again didn't work in this case. Probably because the token was assigned in pre-processing. I assume (I did not set it up) because the field was populated based on the filename of the text file being imported by Quick Fields.

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replied on December 19, 2016

I agree, I have submitted a request to make this issue more straightforward to fix in a future version. 

You might also want to consider tweaking the process a bit so that the documents always store anyway (by storing the data to a temporary field) and then using Workflow to do whatever notifications and/or fixes are needed when a bad filename was used. 

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