Create Entries based on Multivalue Field data

asked on December 20, 2017

How can I accomplish creating as many LF entries (shortcuts of the original) as there are entries into multivalue fields? (e.g. For 3 names in the name field I would want to create 3 folders w/ associated document for those names, with folder/entry with names)

I've looked at the thread below and don't fully understand the Current Value token part.

https://answers.laserfiche.com/questions/60978/Write-a-workflow-to-create-a-folder-for-each-value-in-a-multivalue-field#

For each template where there are multiple people listed, I want a folder and the document to be created as a shortcut for each person listed (after I route and name the initial document).

I thought retrieving values a 2nd time just based on the "for each value" activity would look at only the current value, but that's obviously not the case.

My current workflow is below:

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SELECTED ANSWER

replied on December 21, 2017

Hi Katie,
If I understand correctly your field values have the last, first and dob all separate.
Such as:

If that is the case -

I would first retrieve all the field values that you require from the entry
Next iterate over only the last name
Then retrieve the firstname and dob values using the iteration value as an index

In this example the move entry creates a folder and shortcut to the original entry.
I name the shortcut using the token dialog to place an index on the firstname
\PATH\%(ForEachValue_Current Value) %(RetrieveFieldValues_namefirst_All#[%(ForEachValue_Iteration)]#)

The current value would be the last name and using the 'For each value' iteration token I retrieve the associated firstname ( as you could also do with the dob).

This creates a folder LastName FirstName with a shortcut to the original entry.

Hope I understood your issue correctly and this helps!

~ Andrew

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replied on December 21, 2017

Thank you so much for the indexing explanation!

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replied on April 1 • Show version history

Hello Everyone,

I wanted to add what worked for me to ensure that a shortcut was not also made in the folder that contained the original document.

Thanks to Miruna B for posting the idea above in another Answers post (https://answers.laserfiche.com/questions/105163/Workflow-to-delete-shortcut-if-in-same-folder-as-the-document-its-pointing-to#105179 ). I wanted to provide an example for reference in case it helps someone else.

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Create Entries based on Multivalue Field data

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