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Question

Workflow for combining documents

Laserfiche Workflow How To Business Processes
Updated October 23, 2019
asked on August 8, 2018 • Show version history

I have many documents in one folder that need to be combined with documents in another that are very similar.  For example: In folder A, one document with entry name 123456 needs to be combined with another document in folder B with 123456 in one of the fields of the metadata (entry name = metadata field entry, they need to be combined).  I'm having issues putting this into workflow.  Any help or guidance would be greatly appreciated.

 

Thanks,

Bill

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Replies

replied on August 8, 2018

This workflow outlines your description with sample search syntax.  

  1. Find the original documents
  2. Loop through all of them
  3. Find the related document
  4. Move all the pages in the related document to the original document and delete the now empty document.

 

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replied on August 8, 2018

I don't think two search activities are needed. If the document names match the metadata fields exactly, you can do the following:

  1. Find Entries on Folder B (retrieve that metadata field)
  2. For Each Entry in B
    1. Find Entry - (path would be \Folder A\CurrentEntry_MetadataField)
    2. Conditional Sequence (If Find Entry EntryWasFound = true)
      1. Move pages as shown above

 

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replied on August 10, 2018

Thank you very much for your help with this.

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replied on August 10, 2018

Thank you both, I should say!

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replied on October 18, 2019

Hi Jason,

I'm trying to do something similar with my workflow, but mine is if a specific metadata field matches from folder A and folder B. My conditional sequence is missing a condition to match the metadata field. Please advise.

Thank you,

Mui

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replied on October 21, 2019

Mui,

The right side comparison does not have the same capabilities as the left hand side so it does not have the option to pull a field value that way.

If you want to compare a field in the right side, then you'll need to retrieve that value in either the Find Entry or Find Entries activity so it will become available.

For the left side, you can just click Entry Name and select Entry > Field then the field.

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replied on October 23, 2019

Hi Jason,

That did it. I added another find entries to look for docs in the second folder and pull the metadata that will be used for the routing decision. Thanks so much!

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