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Question

Question

variables for other, either/or in email

asked on August 2, 2019

Occasionally, I run into a situation where a form has a field choice of "Other" and a hidden field that then pops up for the user to add their "Other" choice.  Sometimes that "Other" entry needs to be in the name of the entry that ends up in Laserfiche.

PROBLEM:  The entry name issue that I have is ...

  • {date of meeting} {form name} - {specific committee name}, #{Instance ID}
  • GOAL: "2019-08-01 Committee Meeting Report - FIP Committee, #3124"
  • IF OTHER IS CHOSEN: "2019-08-01 Committee Meeting Report - Other, #3125"
  •  

CURRENT WORKAROUND:

  • {date of meeting} {form name} - {specific committee name} {Other - manually added name), #{Instance ID}
  • RESULTS IN:  "2019-08-01 Committee Meeting Report - FIP Committee , #3126"
  • (If no "Other" choice is made, an extra space is left behind in the name just before the comma.)
  • IF OTHER IS CHOSEN:  "2019-08-01 Committee Meeting Report - Other Special Committee, #3126"
  • (If an "Other" choice is made and a new name added, the word "Other" is unnecessarily in the name.)
  •  

So, it would be nice to not have the "Other" show up and it would be nice to not have the extra space show up when there is no "Other" choice made.

Is there a way to make the variable for Committee Name disappear if the "Other" choice is made?  Like, an either/or option for the naming convention?

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Answer

SELECTED ANSWER
replied on August 7, 2019

Would it work for you to have a workflow catch the incoming documents and make the changes then? If Workflow has access to all the needed data, it should be fairly straightforward. Otherwise, you'd have to do some branching inside the forms process designer, which might get sticky.

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replied on August 14, 2019

Yes, I can create a workflow to do the clean up.  

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