lfe files - search for a "template" and a specific folder

asked on February 20, 2020 • Show version history

I want to create a windows shortcut (lfe file) to return a search that shows all documents located in a particular folder that have used a particular template.

Why? I am shifting a bunch of windows files from a group of folders into laserfiche, and want to have a shortcut that users can double click, open laserfiche and return all the files that used to be located in that folder. Also, Id like to reference the lfe file in some other coding I am creating in our GIS and line of business application. I have found the following, and can make it work but are unsure of the syntax of the "search" part of the xml code. Can anybody help?

<?xml version='1.0' encoding='Unicode'?>
<laserfiche>
   <repository name='documentrepository'>
   <search phrase= ** WHAT DO I NEED IN HERE ?? **>
   </repository>
</laserfiche>

Since I can create an advanced search within the LF client, save it and and retrieve it for future use, a great idea would be the ability to "export" that search as an lfe file to share with others? ie email or in a network folder etc.

Cheers

Tony

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APPROVED ANSWER

replied on February 21, 2020

The search phrase is

{[Template Name]} & {LF:LOOKIN="repositoryName\folderPath"}

and the escaped xml will look like this:

<?xml version='1.0' encoding='Unicode'?>
<laserfiche>
    <repository name='repositoryName'>
        <search phrase='{[Template Name]} &amp; {LF:LOOKIN=&quot;repositoryName\folderPath&quot;}' />
    </repository>
</laserfiche>

where repositoryName is your repository name, Template Name is the name of your template, and folderPath is the folder to search within.

Exporting a search as an LFE seems like a very useful suggestion, I will add it to our feature request list.

2 0

replied on February 23, 2020

Thank you Robert.

This is much appreciated and works exactly as I was after. I did happen to have an ampersand in the folder name that I was testing and it took me a bit to work out I needed to "escape" that character as well.

One question, is there a document that shows all the codes/field mappings we can use in XML shortcuts? For example adding the ability to search sub folders, search custom fields etc? There does not appear to be much on-line I can find apart from basic functionality.

In a previous job I was a TRIM/HPE Content Manager administrator and the ability to export searches to share with others was very useful, particularly to users that were perhaps not well versed in creating more complex searching etc.

Thanks for your help.

Cheers

Tony

0 0

replied on February 24, 2020

The advanced search syntax is documented here. Your best bet is to craft a search in the windows client, open the "Search syntax" pane and copy the search syntax from there.

1 0

replied on February 24, 2020

Thanks Robert. Perfect.

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