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Question

Is it possible to use a lookup rule based on the document name?

Workflow Quick Fields Laserfiche Import Agent
Updated February 21, 2017
asked on February 21, 2017

Sorry if this has already been asked.  When searching, this question brings up a lot of discussion regarding naming a file and I'm a relatively new user of Laserfiche.  I'm trying to import files into Laserfiche into folders based on their address.  I only need to perform this once on legacy files as I will be capturing this information via forms in the future. 

I have 14,000 TIFF image files that are named "UBXUK0ORSO7I_001", for example.  The XUK0ORSO7I portion of the document name is a field in a table that corresponds to a customer address, so anything after "UB" and before "_XXX".  Is it possible to use the document name and extract the values I need to determine the customer address and use workflow to file the document?

Thanks in advance for your help!

Ben

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Replies

replied on February 21, 2017

Yes you can do this.  Just setup a Pattern Match activity and use the Document Name as the start.  Do a pattern to only grab the information you need and then pass that pattern to your Query Data activity.  

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replied on February 21, 2017

Thank you!!

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