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Question

Question

list fields

asked on January 20, 2017

I have a list field that I need to populate in Quickfields.  I am able to pull the information  by using pattern matching, but the case does not always correspond to what the actual field.

This is the pattern I used to pull the information.  I had to put the (?i) in the expression in order to pull the information due to the fact it is not always in a consistent case.

(?i){|Cash Receipt|Campground|UTPAP|TIPPS|Void|}

If I remove the (?i), it will only pull exact matches.

I thought the case would change to correspond with the list of the field when populated, but it does not.  My field list is in sentence case, but it has acronyms in it that need to be all caps. It contains Cash Receipting, Campground, UTPAP, TIPPS, and Void.

The information pulled from the report by Quickfields is CASH RECEIPT.  It populates the field in the same manner it is in the report, but the actual fields list is Cash Receipt.

Can this be fixed? Is this a Quickfields issue, or an Admin issue with the actual field?

 

 

 

 

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Replies

replied on January 26, 2017

Fair enough. From that description I'd probably lean to just starting a workflow at the end of the Quickfields session that would have a conditional decision and just set the exact value for each possibility which would give you perfect control.

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replied on January 21, 2017

Hi Mary Lou, good to hear from you!

I've reread your question a few times and if I understand correctly you're saying that the exact case of the Quickfields data is being stored in the actual entry in Laserfiche despite the list view showing a different case. The data capture and storage is working correctly, just in the wrong case.

If that's true then the first thing I can think of is to use an Assign Token values to create a new token which you can use the Function ability of tokens to modify the case. Again, this is just by memory right now but you might have to use a regular expression with function to make each possible value the correct case that you want and put them all into one token string. Since only one of them would contain a value you'd end up with the correct value in the correct case as a token and that's what you'd store to the list.

Using a Conditional would be even better but you don't own Document Classification I believe which is required for use of Conditionals.

Finally, you could store the case then at the end of the Quickfields session have it invoke a workflow that would read the field and use a token function to modify the case and store back to the field.

Give me a call next week if you need clarification or further assistance with this.

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replied on January 26, 2017

I actually tried this before asking the questions.  The problem arises because I have acronyms in the list filed that are preferred in all caps, and I also have standard words that have a preferred format of sentence case.  If I edit the token to sentence case, it changes the acronyms.  If I puts all caps, it goes against the traditional format.

Your right about the conditionals, it would help immensely; but we do not have Document Classification.

I think I will just hide the field and deal with it behind the scenes.  There are only a few people who use the actual metadata field.  I will just use  practices similar to Transparent Records Management and make a folder to separate the items for those who usually sort by this column of metadata when searching.  This seems to be when the issue is brought up due to the inconsistent lettering.

 

 

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