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Question

Search Repository for Entries with a Populated or Unpopulated Event Date

asked on September 24, 2020

Is there a way to search a repository for entries with a populated or unpopulated Event Date?

i.e.

EventDate != ""

or

EventDate = ""

 

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Replies

replied on September 24, 2020 • Show version history

You can use Search Syntax to handle that search. Within the LF Client, use the "Advanced Search" pane (magnifying glass at the top):

 

Then use the "Customize Search" drop-down to show only the "Search Syntax" criteria:

 

Finally, ensure you check the box for "Include search syntax in query" so the field isn't greyed-out.

 

Assuming that "EventDate" is the name of a metadata field, you can use the following syntax:

 

Find entries with the "EventDate" field unpopulated

{[]:[EventDate]=""}

 

Find entries with the "EventDate" field populated

{[]:[EventDate]<>""}

 

NOTE: in Laserfiche Search Syntax, the "<>" is "Does Not Equal"

NOTE: this will only display results that HAVE that field. Entries that do not have the "EventDate" field in their metadata at all will not show in the results.

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replied on September 25, 2020

Thanks for your reply Dustin.  Actually, the Event Date I'm trying to evaluate is not a template field, it's the built-in date property (via Records Management) that is in play when you select a Cutoff-Instruction type of Event or Time-Event for your document.

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replied on September 30, 2020 • Show version history

Okay, so here's an update on this question.  After doing a bit of research I discovered that you can determine if a "Cutoff Instruction" event date (i.e. Termination Date) has been set.  The following query finds entries in the repository MyFiles folder that have a Cutoff Instruction type of Event or Time+Event,  and have the Event Date for the Cutoff Instruction set to "Termination Date" and Termination Date has not been populated (note the minus sign that preceeds that final clause):

({LF:LOOKIN="\MyFiles"}) & {LFRM:RetentionType="E,N"} & {LFRM:Event="Termination Date"} - {LFRM:SetEvent="Termination Date"}

 

If you're populating a template field like "Termination Date" on your repository entries when a termination occurs, you can add a clause to the query above that tells you when that template field is populated

{[]:[Termination Date] = "*"}

So, a workflow can find all entries that have a termination date in the template that has not been set for the corresponding Cutoff Instruction event date (termination date) and set it.  Thus, your event-based retention is automated.  Again, this assumes that you're setting the event date in a template field.

({LF:LOOKIN="\MyFiles"}) & {LFRM:RetentionType="E,N"} & {[]:[Termination Date] = "*"} & {LFRM:Event="Termination Date"} - {LFRM:SetEvent="Termination Date"}

 

 

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