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FEATURE REQUEST: A Column that would show all shortcut' Entry ID

posted on May 10, 2019

With reference to https://answers.laserfiche.com/questions/50507/Is-there-a-way-to-get-the-Entry-IDs-of-documents-from-their-shortcuts#122734, I have the same desire for this column.

I would like to suggest that it would be extremely useful for Administrators to be able to have a column that would show the ID of the entry that any shortcuts would lead to.

We have implemented TRM and have a lot of automation creating shortcuts in folders for targeted records that we want access to in other folders.  This automation often will create more shortcuts than we want, because the users have changed their minds about what they want to name the documents, sometimes tweaking the name two or three times (even though we do have a Naming Convention).

For example, one of our workflows creates shortcuts in a Project # folder whenever that Project # is entered in the Project # field.  That way, all records relating to that project can be found in one folder, even though many of them are invoices saved in the Accounts Payable folders and some of them are agreements saved in the agreements folders, etc.  Our users are being trained to name their documents first, then template... in order to minimize the number of shortcuts that get created, because every time they change the name of the document after templating, the workflow will create another shortcut.  We have many of these scenarios.

If I had access to a column that could show me the ID of the entries these shortcuts are to, I would be able to see immediately which shortcuts I need to delete when I'm in a folder and notice that we might have extra shortcuts.

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replied on May 10, 2019

I understand your larger problem, but how exactly do you anticipate using the column?  Just to see how many shortcuts exist, or would you then search by the id to find the shortcut?  Either way it seems like a manual process.  Or would you use this column from Workflow?

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replied on May 10, 2019

What I imagine is that I would be in a folder, realize that I might have more than one shortcut for the same document and I could add this suggested column for the ID of the actual documents.  I could then see at a glance if two or more of the shortcuts are to the same document.  I could then delete the extras without having to open each one to determine if these are, in fact, extra shortcuts or if the original documents are just very similar.

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