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Question

Question

How to make parent folder's metadata available to my workflow

asked on July 29, 2017 Show version history

I don't think this should be very difficult but I'm having trouble figuring this out.  What I'm doing seems very simple.  I'm searching the repository for documents in a folder, looping through those documents with For Each Entry and then wanting to rename the document based on values stored in the parent folders metadata fields.

A couple notes.  I can make this work if I use the %(Parent) value as the default value of the field on the document.  That works great except for the fact that I use that field for multiple templates.  i.e.  A field such as First Name.  A very common field name and by best practices LaserFiche is telling me to reuse field names whenever I can.  The problem is not all my templates using First Name could have the value stored in the parent folder.   Users will then have templates that they fill out that have the %(Parent) value prefilled in the box which is ugly and clumsy when filling out the template.  

I've researched this site and one article talked about using the Find Entries tool to get the values, I couldn't figure out how to make it work.   Maybe I'm missing something, if someone could give me a good example in detail I could see the light.

My workflow goal is this;

Search Repository for docs -> For Each Document -> RENAME BASED ON PARENT FOLDER TEMPLATE values

Any help would be appreciated.

 

 

 

 

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Answer

SELECTED ANSWER
replied on July 29, 2017

You could run Find Entry on each search results Entry Path token to get a reference to its parent, the run Retrieve Fields on that entry.

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Replies

replied on July 29, 2017 Show version history

That's the part I'm struggling with.  This is what I have;

 

When I go to retrieve the values the Find Entries is not included in the options.  I'm missing something.  Shouldn't I see a Find Entries option in here?

 

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replied on July 29, 2017

I got confused with Find Entries and Find Entry, two different activities.  I used the token  

%(ForEachEntry_CurrentEntry_Path).  Then was able to use activity Retrieve Field Values with Field Value Source of Activity: Find Entry, Entry: Output Entry and capture the three fields needed.

Thanks for your help

 

 

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