Hello,
I am trying to figure out a way to link a new document created from an existing document.
Example Scenario:
There is a document in Laserfiche with 10 pages. A user wants to create a New Document with the first two pages. This creates a new document with a new ID, new version history, etc... Currently, There is no connection back to the original document that had all 10 pages. So if I want to find out where those 2 pages came from originally, I cannot find the original document. Assuming in this scenario that the file names would have to be different and we cannot use a standard naming convention.
I believe links would be the best way to make this happen but in workflow there is no way that I am aware of that identifies the original document when creating a new document without forcing the ID through Metadata Fields.
Potential Workflow:
One attempt at this is to create a unique metadata field called "Original Doc ID" this would automatically add the document ID to a metadata field after a file has been moved to a specific folder at the start of a workflow. Then when a new document is created from the original document the "Original Doc ID" variable is passed to the new document created. This would then start a second workflow that has the following starting rules:
Entry Created:
- Field: Original Doc ID = Not Empty
Then have the workflow retrieve the "Original Doc ID" and Entry ID of New Document. Find the original document and create a link between the two documents.
Sample Workflow Attaching Link:
This method would work but it does not seem that it would be very efficient. Does anyone have any suggestions or alternatives to solve this problem?
Thanks,
Addison