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Question

Question

Lookup rule to return list of documents in a folder in the repo

asked on August 10, 2022

I feel like this is a weird ask, but I'm going to give it a try anyway. I need to build a forms process so users can append documents to a document already in the repository. We don't have Quick fields so I believe this is the way I need to do it?

I have a single line field where the user is to enter the name of the document in the repository, but typos are easy to make. So I wonder if there is a way to return a selection list of the documents in a specific folder? I know I'd have to connect a data source and the use it in a lookup rule. How do I find the data source that holds the repo data?

Thanks!

 

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Replies

replied on August 10, 2022

The location of the repository database would depend on how your system was set up by the administrators and would be available in the admin console.

However, what you're describing wouldn't necessarily be a straightforward query and directly referencing the db is not generally recommended so extreme caution is required.

Laserfiche doesn't exactly store the "path" of an entry in the database, rather it tracks the Parent identifier which in turn references another entry in the database.

As a result, if you have to include subfolders things get a heck of a lot more complicated.

 

A better option might be to approach things the other way around.

You can configure custom tabs in the Web Client and those custom tabs allow you to use variables in the URL, and you can populate most variables in a form via URL.

For example, you could create a custom tab that links to https://yourserver/forms/yourform?Id={id}

Where "Id" is the variable on your form and {id} will be dynamically populated with id of the selected entry.

That way they can just select the document to which they want to append, fill out the form in the custom tab, and do it all without having to enter a title or anything.

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