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Question

Setting starting point for find entries activity

asked on January 13, 2017

Hi, is there a way to set the starting point for a find entries activity?

I want to start a workflow from a specific point within a folder and need to start searching from this point.

We have folder with 2-3K documents and want to do an activity from any point within a folder and update some documents from the starting point going down the list.

 

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Replies

replied on January 13, 2017

I'm not really sure what you mean by "starting point". The activity takes a folder path and finds the documents directly in that folder. If you want to find child documents in subfolders or that folder, you might want to switch to Search Repository instead.

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replied on January 13, 2017

Yes that´s what I want to do.  I want fo find and entry within a folder and start searching from this point on.  Search entries starts from the top of the folder. 

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replied on January 13, 2017

If that entry is a subfolder, you can specify that as the starting path in Find Entries. 

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replied on January 13, 2017

No.  I only have folders without subfolders. Within the folder we have about 3k documents.  We need to search for one specific document and start changing some metadata for the next x number of documents.

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replied on January 13, 2017

We have set up a business process to start from the selected document.  The process needs to upadate the metadata for the next 10 documents with the same template.    We have the process defined but it alwas starts from the top, since search entries starts from this point.

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replied on January 13, 2017

The "next 10 documents" is ambiguous because any user can sort documents in many different ways in the client. Can you explain the specific use case? Do you mean the next 10 alphabetically by document name?

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replied on January 13, 2017

The documents have consecutive names, 0000001,0000002,0000003, so they´re sorted by name.  

The workflow checks to see if the next document has the same template.  If so, it updates a field, if not, it skips to the next document with the same template name. 

It works fine if I start from the top.  It does not work if I start from the middle of the list. 

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replied on January 13, 2017 Show version history

This is an image of how our documents are stored and named.  As you can see they have the "Recibo Oficial" template (second column) and have a receipt number (last column).

We want to kick off the process from document 00000018 and start assigning the receipt number to the next 10 documents.  The receipt number is consecutive.

 

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replied on January 16, 2017

if you can find a search for all you want with the lf client, you can use that search ( with the advance search information, to create a search with workflow activity and do your workflow with this.

 

so you will need the activity "Search Repository " and for "for each entry.

 

the search repository activity will find all the entry based of the (advance search entry info you put in it) and when you get all the entry document you want to modify, the for each entry activity will help you to modify each entry one by one

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replied on January 17, 2017

Since the invoice numbers are sequential, you could retrieve them all and then run them through a Conditional Sequence activity that checks whether the name is before or after the selected document.

It's not clear to me from your requirements stated above how you're planning on handling the case where  multiple users start this business process and the next 10 documents overlap.

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