How to take document name and enter into the metadata for that document

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replied on May 24, 2018

Hi Bill, try with Assign Token Values activity, and Assign Field Values activity

In Assign Token Values created a new Token sample: Number

and set value ( copy the first eight numbers of the document name) : %(Entry Name#<........>#)

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regards,

Marco.

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replied on May 24, 2018

Hi Marco,

Thanks so much for your help! I was almost there before you answered, but I was trying to include Find Entries in the beginning and it would not assign the field values at the end of the workflow. How would I be able to run this on a group of entries (folder with 100) instead of publishing it into a business process and having to highlight entries and click to process?

Thanks again!

Bill

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replied on May 24, 2018

Also, where does %(Entry Name#<........>#) come from (what language is what I guess I'm trying to ask)? I was trying to use reg. exp. \d{8}$.

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replied on May 24, 2018

Hi Bill,

Can use business process, where %(Entry ID) is ID from folder that contains the documents, when begin business process, search all documents in the folder.

Respect to %(ForEachEntry_CurrentEntry_Name#<........>#), use the Token Dialog for format token that will extract the first 8 numbers from CurrentEntry_Name. In regular expressions, the dot is one of the most commonly used metacharacters. The dot matches a single character, also can use \d{8}, set value %(ForEachEntry_CurrentEntry_Name#<\d{8}>#)

regards,

Marco.

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replied on May 24, 2018

Marco,

You have been EXTREMELY helpful today, and I have learned a ton!

Thank you very much!

Bill

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How to take document name and enter into the metadata for that document

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