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Question

Question

Scanning token editor

asked on July 8, 2019

I was surprised recently to find that the LF Scanning interface was missing the token editor in the Document Name field.  I have a customer that needs to reformat the date token to replace the "/" slash characters with "-" hyphen characters.  I had them right click on the date token only to find that there was no option to open a token editor.  Since the editor was not available, I created the token syntax %(Date#"MM-dd-yyyy"#) in Workflow and then pasted it into the Document name field in LF Scanning.  Then we scanned a document and stored it only to find that it did not reformat the date as hoped, but used the modified token as literal text.

Any suggestions how to get this to work in LF Scanning rather than having to use Quick Fields or Workflow?

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Answer

SELECTED ANSWER
replied on July 9, 2019

This is expected behavior for Laserfiche Scanning. Token formatting capabilities are only available in Quick Fields and Workflow.

Laserfiche Scanning uses the operating system's date format, so you can change the format in Windows if you must have the folder set with a specific format at scan time.

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Replies

replied on July 8, 2019

You could create a new date field, and apply the formatting in the Admin Console.

 

 

Then use that date field as the token for the Name of the document.

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replied on July 8, 2019 Show version history

Seems a bit overkill to have to add a new current date field to the template just to be able to reformat it to name the document.  But I tried to set that up in my demo repository and it did not work.

As you can see, the custom format is setup, but when I stored the document, it used the standard date formatting.

One thing I noticed is that in the Scanning window, the Date formatting is not applied to the field either, however once stored, in the Client the formatting is applied correctly on the field.

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replied on July 9, 2019

Any thoughts from a Laserfiche staffer?

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replied on July 9, 2019

Thanks Miruna.  Setting the Windows Short Date format to yyyy-MM-dd did the job.

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