Hello,
I had a customer request something today that I haven't really done before. They have documents from which we capture a contract number, and we have a folder for each contract number in which different documentation for that contract resides.
Right now, the folder structure looks like this: \Contracts\%ContractType\%ContractNumber\ . What they'd like to do is add a folder level that groups contracts together in increments of 500. So, say we have contracts with contract numbers of 1075 and 1360 - those would get routed to a \Contracts\%ContractType\1000-1499\%ContactNumber\ folder.
I'm not sure how I'd go about setting this up in Workflow in a way that would be able to handle any contract number that comes into Laserfiche. Any ideas are appreciated. Thanks!
Question
Question
How to have Workflow group contracts together in increments of 500
Replies
You could add a conditional decision with lanes for each folder group. . .If %ContractNumber is between 1000-1499. . .then create the save to folder based of each conditional response for each group of 500. This is a pretty simple fix, but would work. I'm not sure how to iterate the folder in groups of 500 automatically.
Hi Bryan,
That's what I was going with to start, but I think I ended up with a method of doing this "dynamically."
First, I have Workflow grab the digit in the hundreds position of the contract number - there's a conditional decision on whether that number is less than 5 or greater than or equal to 5. I also grab the digits that come before the digit in the hundreds position. Then, my conditional decision either sends the contract to a \%DigitsBeforeHundredsPosition000-%DigitsBeforeHundredsPosition499\ folder or a \%DigitsBeforeHundredsPosition500-%DigitsBeforeHundredsPosition999\ based on the digit in the hundreds position.
Probably a simpler way to do it, but that's what I ended up with after working through each part.
I so something similar - grouping by 1,000's. Here's how I do it:
- Token Calculator - AcctNumRange-Part1: %(AcctNum) / 1000.
- Assign Token Values - AcctNumRange-Part2: %(TokenCalculator_AcctNumRange-Part1#<\d\d?\d?\d?\d?\d?\d?>#)
- Assign Token Values - AcctNumRange-Part3: %(AcctNumRange-Part2#"D3"#)000
- Assign Token Values - AcctNumRange-Part4: %(AcctNumRange-Part2#"D3"#)999
- Assign Token Values - AcctNumRange-Final: %(AcctNumRange-Part3)-%(AcctNumRange-Part4)
For example, if %(AcctNum) = 12345, then %(AcctNumRange-Final) will end up being 012000-012999, and I can combine those to create a path that says something like this: Accounts\012000-012999\12345\