I put the wrong template on some documents. how can I swap the template and save the metadata?
There are hundreds of files. Is there a process that I can use to do them all at once?
You can use Workflow to update all of the templates. You just need a way to identify them, probably with a Search Repository activity (you can build the search in the client then copy that syntax).
Then, you would add a For Each Entry loop using the results of the Search Repository activity, and inside of the loop use an Assign Field Values activity to change the template of the current entry of the loop.
The challenge is going to be building the correct search if the "wrong" template is used for any legitimate documents. Hopefully the ones you need to update are either the only ones using it, are in a different folder, or have some other field you can use in the search parameters.
I am trying to do a repository search in the "test" folder and when I run the "Test Search Query" I get this error.
It appears no matter which folder that I am looking at.
Any suggestions?
I can't see the screenshot. Can you try uploading it again?
Also, did you test the syntax in the client first?
Error from last post (Capture2.jpg)
From the workflow properties (Capture1.jpg)
Normalize:
Connection Profiles:
• LBCC-Archives (vm-alb-lf.lbcc.linnbenton.edu; LBCC-Archives; listerf)
Search Repository:
Search Query:
{LF:Lookin="LBCC-Archives\test"}
If a search result is a shortcut, keep it as a shortcut
Default
Return: All results
Additional Properties:
Fields Options Properties:
Sorting Properties:
For Each Entry:
Iterate through the entries in:
(Search Repository::Output Entries)
The error message is telling you that there is a problem with the connection profile for the workflow so it can't connect to the repository at all.
How do I change the user?
We recently switched to Active Directory and everyone's usernames changed.
When you click the whitespace of the workflow area, on the right side under the Name and Description is the connection profile section.
Click "Manage Connection Profiles" select the profile and you can edit the password. Just be sure to validate it before saving any changes.