Assign existing data fields in DB to PDF files metadata using Workflow

asked on June 30, 2019

Hi,

I will try to clarify more with screen shots, so that you can have a clear vision of my problem.

As you can see from the data table below, it has File_Num fields, lets assume the is a database table in MS SQL.

In the second screen shot we can see that I have uploaded some files in LaserFiche Clint in a specific folder, the files names are the same as the file_num in the database.

In the third screen shot I have a template have some fields.

I want to assign two fields from the database (Lets say File_Num, and Name) to the file template that have the same file number, whenever I upload file to the folder, the workflow will run automatically and assign each data fields to it corresponding file templates.

I am sorry, for the long description, I hope you could get it.

Thank You

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replied on July 2, 2019

What I would suggest is to create a workflow with a Query Data tool and an Assign Field Values tool.

In the Query Data tool, set up the access to your database in the Data Source. In the Query Criteria you will select the table name from the SQL Database. Under that is a section where you will need to add the column name, in this case File_Num with the Value %(Entry Name).

In the Assign Field Values you can change or remove the template or leave it with the current template. Under that in the Field Values, you can select which fields you want to use and then assign the field value to the value from the Query Data.

After that you should be able to publish the Workflow and assign the needed starting condition. I would suggest when a file is created under a specific folder, but that depends on your process.

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Assign existing data fields in DB to PDF files metadata using Workflow

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