Question

Rename document after the user that created it with a workflow

Workflow Laserfiche

Updated April 4, 2018

asked on March 27, 2018

Hello,

I am building a workflow that is searching through each document in a repository and checking for a missing metadata field. Then it either assigns a field value to this field based on other information retrieved or if it is unable to assign a field value, it places the document in a needs attention folder for manual review.

My question is, can you rename a document based on the user that created the document? If so, how?

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Answer

SELECTED ANSWER

replied on April 3, 2018

Valerie,

This is an answer if your documents are version controlled. Since I had to turn on version control, I was the last person to have created a version of the document. However, in my case, I needed the Find Entry tool and retrieve the Owner Name.

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Replies

replied on March 27, 2018

You can use the Retrieve Version History tool in workflow and have it retrieve who the document is created by, and use that to rename the document.

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replied on March 27, 2018 • Show version history

That's what I was looking for, I knew it was a simple solution. Thank you!

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replied on March 27, 2018

No problem :)

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SELECTED ANSWER

replied on April 3, 2018

Valerie,

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replied on April 4, 2018

If you're using Windows accounts, keep in mind that the owner or "created by" values will be in the domain\username format and backslashes are not allowed in entry names. So you'll have to strip them out before renaming the document. Alternatively, you can set up an active directory trustee provider in Workflow and look up the display names for Windows accounts and use those instead.

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Rename document after the user that created it with a workflow

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