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Question

Bulk metadata update

Version 10 Administration
Updated June 26, 2019
asked on June 26, 2019 • Show version history

I have about 2800 items I'd like to add a bylaw number to. The items already have the number but it was added in reverse to improve search, we've since decided we want to add the original expression as well. I'm wondering if someone could advise on an approach to this problem that doesn't include manual entry? 

For example, I would like to add a field, or a value to the current field that displays 01-2001 - in addition to 2001-01. The first number is available in the text of the documents which is why I thought using quickfields might be an option. 

 

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SELECTED ANSWER
replied on June 26, 2019 • Show version history

You can do this via workflow: 

 

1 - Search for the documents

2 - For each entry retrieve field value

3 - Use Pattern match to pull the appropriate details from it, so one PM token is 2001 and another is PM Token 01

4 - Assign field value, apply the token from retrieve field value and add the desired value in the desired order after the token, should look something like this "%(RetrieveFieldValues_01-2001) - %(PMvalue2001_PM First Part) - %(PMvalue01_PM 2nd part)"

 

That'll give you the result of 01-2001 - 2001 - 01

 

This is presuming the format is 2001-01, otherwise you will need to a 3rd PM for the symbol between the numbers laugh

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replied on June 26, 2019

Thank you. Now to implement Workflow...

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