Question

How to create folder structure via QuickFields session?

Quick Fields

Updated July 25, 2017

asked on July 21, 2017 • Show version history

I need to capture metadata from scanned documents and as a result of scanning to have a complicated folder structure in the repository that should look kind of like this.

-month (pulled from the document)

--date (pulled from the document)

---contract#.delaer#(all pulled from the document)

I specify this structure in the Document Class options in QuickFields session like this: %(Process Month)\%(ContractDate)\%(Dealer Number)%(Batch Date), each parameter being metadata taken from the document itself.

As a result, I just get many individual folders with really long names such as a folder named 04\04/18\12345.546378 instead of having it like that

-04

--4/18

---12345.546378

Does anyone have any ideas why this may be happening?

Thank you!

2017-07-21_191819.png (4.88 KB)

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Answer

SELECTED ANSWER

replied on July 23, 2017

Hi Maria,

From your screenshot it looks like there may be a problem with the Contract Date field, if you test without that field are you able to get a correctly formatted folder structure?

Regards,

Mike

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replied on July 24, 2017

Hi Mike,

It was, indeed, a problem (typo in there), thank you for noticing.

I've tried removing and correcting this parameter, but the result is still the same.

Thank you!

Maria

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replied on July 24, 2017

Did you type the whole string in manually or did you use the token dialog box? If you typed it in, try the token dialog box and see if that makes a difference.

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replied on July 24, 2017

This time I used the Tokens dialog box and selected the values identified by Pattern Matching.

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replied on July 21, 2017

From your screen shot it looks like you are missing that first '\'. And if as the image shows '%(Process Month) is the beginning of your string, you will be putting the folders in your root folder. I don't know if that is what you are trying to do.

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replied on July 24, 2017

Jennifer,

Thank you for this answer.

I've added '\' to the beginning of the string, but it still creates one folder with the long name.

2017-07-24_162237.png (3.46 KB)

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replied on July 24, 2017

Hi Maria, what version of Quick Fields and Laserfiche are you using? I'm asking so that if I test it in my system to see if I get the same result whether it's relevant to your environment.

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replied on July 24, 2017

Hi Mike,

I am using Laserfiche Rio 10.2 and QuickFields 10.1.0.168.

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replied on July 24, 2017

Hi Maria, sorry for the delayed response, timezone feature. :o) I'm using Avante and the same version of Quick Fields, and I'm not seeing the same issue as you. I'm testing with another project, but have set up comparable fields to yours. Taking into account we use the date format dd/mm/yyyy, to return the first two digits I'm using "processday" rather than your "processmonth". It's 25 July so the processday result is 25 and the date is 25/07/2017. Here's the setting:

... and the result:

Can I suggest you go into the Document Class Options, Document Storage tab and delete everything that's currently in the Folder Path field. Then manually type in the result you want for the folder structure, don't use any tokens e.g.

See if that gives you the required folder structure in the repository and if so, you may want to add in the tokens one at a time until it fails and identifies where the issue is occurring. If it doesn't give you the folder structure then it may be a Rio setting, but I can't think of any setting off the top of my head that would cause that sorry.

Cheers,

Mike

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replied on July 25, 2017

Hi Mike,

Thank you for the detailed description of what needs to be done. I tried again today by entering the folder path again from scratch, and it worked this time. I'm not sure what the issue was, but I think it might have initially been due to that first symbol I missed.

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