Question

Is there a way to rename a document using the parent folder name

Laserfiche Workflow Quick Fields

Updated May 29, 2019

asked on May 28, 2019

I have documents contained in a folder. The folder is named Last, First Mi I would like to use the folder name to rename the document contained within. I have looked at QF and workflow and do not see what I am looking for. I would like to rename using %(Parentname). I know I can do this with a two step process by using the %(ParentName) token to populate a field in the template then use that metadata to rename the document. Is there a way to do it in one step? Any thoughts?

Thanks

John

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Replies

replied on May 28, 2019

As long as you have access to the appropriate token, you can use the Rename Entry activity to use it to rename the appropriate entry.

Click the chevron button next to the field, and the source of the tokens will appear in the menu, or you can use the Token Dialog to select the one you want.

Perhaps I'm misunderstanding what you are wanting to do?

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replied on May 29, 2019

That does not work I want to rename the documents in the parent folder using the parent folder name.

Thanks

John

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replied on May 29, 2019

Ah, the original post used "document" in the singular. Assuming that you can get the parent entry id, you can use the Find Entries activity to get a list of all of the entries contained within that parent entry. From there, you can loop over all of the children and rename them.

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replied on May 29, 2019

If you get the current entry path and in the token dialog you could use the Split function to get your folder name. I think that would work.

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Is there a way to rename a document using the parent folder name

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