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Question

Assigning field values with Workflow

Workflow
Updated February 17, 2017
asked on February 17, 2017

Hi,

I have many files in LaserFiche that were loaded in bulk before I came onboard.  The filename of each field was stored in a field when the documents were uploaded. The filenames are formatted customernumber_description.pdf. The customernumbers are all 6 digit numbers but some start with a letter. I'm trying to create a workflow that will take the first six digits of each filename (the customernumber portion only) and set that value for a field called Customer Number. Is there way to do this using assign field values. Can this be done?

Thank you all for your help!

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Answer

SELECTED ANSWER
replied on February 17, 2017

Hi Kevin,

This is a great use case for Workflow! What you'll need in addition to the "Assign Field Values" activity is a little bit of pattern matching to grab the first 6 digits of the file name. After using the "Retrieve Field Values" activity to get the content of the file name field, you'll use "Pattern Matching." You can use this example pattern: \S{6}. This pulls the first 6 non-space characters from the value.

Once you have that token, you can use it in your Assign Field Values activity as the Customer ID. Hope this helps!

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replied on February 17, 2017

That solved my problem! Thank you!

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replied on February 17, 2017

Perfect! 

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