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Question

Question

Workflow Retrieve a Tag

asked on August 26, 2019

I am trying to design a workflow that will migrate documents from one Volume to another if the documents have a specific tag assigned.  For the life of me I cannot find a way for Workflow to retrieve documents with a specific tag assigned.  We're currently using Workflow v10.2

 

Any suggestions? 

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Replies

replied on August 26, 2019

Hi Marla,

I would suggest that you first build your search syntax in Laserfiche. In the Search pane, you can build a search by selecting Name, Tag, and Search Syntax.

For Name, you can leave that field blank, but select Document. For Tag, you can select the tag you want to search by.

Then you can copy the created advanced search syntax into the Search Repository activity in Workflow and use a For Each activity to Migrate each entry found.

Let me know if you have any questions about that process.

 

Thanks!

Molly

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