Hi Miruna ,

Thank you replying, Let me explain the situation.

Process : Client of mine is sending files to be engineeried. These files are named randomly and these files are uplaoded using forms.

Purpose : what I want the workflow to achieve is find these these files from the forms saved in temp location, find a value from the file using capture profile and use that value to find files in our repository which contain that value in their filename.

For instance : lets say client sent a file  named "A" which has value AX in the file.

the workflow/capture profile finds AX in the file and then the workflow should use AX and find files in the repository which have AX in their file names. 

Kindly advise if this is can be done. 

Thank you

Right, so you don't need to find the documents, Workflow gets notified whenever new documents are created in the repository or when existing documents are modified. So you can use a starting event to trigger this workflow whenever a document meets certain criteria.

As for moving files, does your repository have a well-known folder structure? In other words, do you need to search or are these documents expected to all end up in the same folder? Something like \Customers\CustomerName\ProjectName where that information is available on the document itself?

We do have organised folder structure, for instance the files am looking for are in their project folders. Inside their project folder, they might either be in PO folder or their request folder. But I need the workflow to search the repository using the value it retrieves from capture profile. that value is not a metadata, So is it possible to find files whose name has that value in it.

Kindly advise.

Thank you

It appears you are trying to use Capture Profiles to see what files were uploaded from the form so you can move them.

When I was to use the Save to Repository as you mentioned, When saving the Attachments, I add a Metadata field called InstanceID which I populate with the Instance ID variable from the Forms process.

Then when the forms kicks off the Workflow, I get the Forms BPInstanceID from the Input Parameters that are available when you turn on the started by Laserfiche Forms Property, and use that Variable to perform a Search in the Repository to find those documents, this way it doesn't matter what they are named or where they are saved as I can find them anywhere's. 

As this is kicked off from the Forms process, I use the information from the Form as to how to identify the destination and then move the files to that destination.

My workflow is running on the files attached with the form and the capture profile is capturing a unique value from the files attached, not on the form submitted. Let me give an example of how I need my outputs: 

My workflow does two important things.

1. it finds a unique value from the file submitted. ex: 322310-345886 ( Its find this by capture profile)
2. using this value 322310-345886 it searches the repository to find any file which has this value in their file name . for example : 47718-FER322310-345886 or 47718-FE-322310-345886

Here I am not sure how the instance ID would work. This value 22310-345886 is not a metadata on any of the files. Its a number in their filename along with other numbers.

When I search manually in the repository with this number 322310-345886, it show me the exact 2 files which am looking for which is 

1. 47718-FER322310-345886
2. 47718-FE-322310-345886

I want the workflow to do exactly this.

Kindly advise, Thank you so much​​​​​​​

What happens after you find the 2 entries? You have the one doc you processed through capture profiles and searched for " 322310-345886 " and it returned 2 other documents in, potentially,  2 separate folders. What is Move Entry expected to do?

The move entry creates a shortcut of those two files found and then it sends those on a task form to the next department to process it. The move entry does not move files rather it creates a shortcut. 

Thank you.

Because the Search Activity in Workflow cannot search by Filename or use Contains, there is not going to be a straight forward way to use Search to find your files.

Option 1. When the files are saved to the repository, create a metadata field called Filename and assign the files Filename to that field. Then you should be able to perform the search against the field and by adding * (wildcard) before and after the token it should. For example purposes I used a Comments metadata field here as I didn;t have a Fielname metadata field

Option 2. You could try something like, where if you know the Folder that contains the files, either by Search or by knowing the path, you would then need to Find Entries in that Folder and check each one looking for the filename to contain the Capture Profile Token value as conditions can use contains

Thank you Steve, the second option works because I know where the folder is in repository that contains the files am looking for. This solves it.

However I came across another issue with capture Profiles, when multiple files are provided as input , the capture profile in the workflow does not provide accurate values , however when I test the file individually in Capture Profile, I get accurate values. Have you come across such situation? Kindly assist.

I have a case open with LF now regarding some irregularities with Capture Profile Groups that they are investigating.

so this case when its resolves, should fix my queries as well! Do you know when it might be fixed? Thank you

I'll update you here once I am aware of a remedy