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Question

Question

Would like to update metadata for documents after modifying a template

asked on November 14

We have a template that we are working with but we decided to add a couple fields which is working fine for new documents.  I am trying to get workflow to update the metadata on documents that are already in place.   I have tried the following workflow but doesn't process the change.

Status is one of our new fields we are pulling in from our employee database.

 

Search Repository Search Query = {[Freeman HR]:[Status]=""}

For Each Entry is Activity Search Repository / Entries: Output Entries

Populate Templates is using "Date of Hire:  %(QueryHRRecordUsingEMPSSN_HIreDateTime)

                                                Status: %(QueryHRRecordUsingEMPSSN_Status)

                                                Term Date: %(QueryHRRecordUsingEMPSSN_TermDate)"

 

Still learning workflow so sorry if I over looked a simple solution.

 

 

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Answer

SELECTED ANSWER
replied on November 14

Did you verify the format of the retrieve field value matches what is in the database table?  I see you are searching on SSN.  Have you verified the format matches - for example, does the Laserfiche field have dashes in it but the SQL table has just the digits and no dashes?

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Replies

replied on November 14

What does the workflow instance show?  Have you verified that it is finding any results in the search?  Have you verified it is finding anything in the SQL Query step?

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replied on November 14

I have verified that the Search Query find several documents.   The SQL query is the same one we use when scanning documents so I'm Confident it works.    The instance shows it completed but none of the metadata is not updating. 

When I try to test the SQL query it says 0 rows affected, but I know that it works for when users scan into Laserfiche.

 

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replied on November 14

Can you post a screen shot of your query to see if anything looks off in the metadata it uses to search?

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replied on November 14

Here is the SQL Query:  

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replied on November 14

Is the Retrieve Field Values Entered activity pointed to the For Each Current Entry?

ForEach.jpg
ForEach.jpg (29.32 KB)
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replied on November 14 Show version history

No it wasn't.

I have made that change.

Still no luck.   It looked like it was running but the documents still don't have the fields filled out.

 

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replied on November 14

Is the Populate Template Fields activity pointing to the For Each entry as the Field Value Source just like you switched the Retrieve Fields one?

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SELECTED ANSWER
replied on November 14

Did you verify the format of the retrieve field value matches what is in the database table?  I see you are searching on SSN.  Have you verified the format matches - for example, does the Laserfiche field have dashes in it but the SQL table has just the digits and no dashes?

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replied on November 14

Sorry I didn't change the populate Template Fields.  Still Learning this.  Thanks for the help.  The SSN format is the same for both places.

 

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replied on November 14

Sounds like it works now?  It takes a while to remember all the things that need to be changed when creating workflows.

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replied on November 14

Yes it works! Thanks!  I am learning.  Just my 3rd week with all of this.

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