Question

Search for all documents that are contained in folders that have a % in their name

Laserfiche

Updated December 6, 2022

asked on December 5, 2022

My Quick Fields users will sometimes store documents from a scanning session that have errors in their paths (tokens not filled correctly). In order to move these documents to their correct folders I need to search for all folders that have a % in their name and return all documents from within those folders. Finding the folders is easy, but how do I get all the documents from those folders?

{LF:Name="*%*", Type="F"} & {LF:LOOKIN="Repository\HR Scanning\"}

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APPROVED ANSWER

replied on December 5, 2022

Thanks for pointing me in the right direction. Here's the final syntax that works:

{LF:ParentName="*%*"}&{LF:Name="*",Type=D}& {LF:LOOKIN="Repository\HR Scanning\"}

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SELECTED ANSWER

replied on December 5, 2022 • Show version history

There is a search called "Parent Name" that should do what you want, returning all child entries:

{LF:ParentName="*%*"} & {LF:LOOKIN="Repository\HR Scanning\"}

You can also specify that the type should be document if you want to filter out child folders.

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APPROVED ANSWER

replied on December 5, 2022

Thanks for pointing me in the right direction. Here's the final syntax that works:

{LF:ParentName="*%*"}&{LF:Name="*",Type=D}& {LF:LOOKIN="Repository\HR Scanning\"}

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Replies

replied on December 6, 2022

I'd probably go the Workflow route here and make a starting rule that checks for % in the entry name and a workflow that creates a shortcut in a "Fix Me" folder. That way whoever is supposed to fix things can just check the folder every morning and see if there's any work to do.

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View 2 previous replies

replied on December 6, 2022

Yes, that's essentially what I'm doing; I copied the search syntax into a Search activity in WF, then added activities to look through each search result and check for specific metadata; if the metadata exists I move the document to the correct folder based on that metadata and rename the document if necessary. If the metadata doesn't exist, the document is moved to an Errors folder where it can be checked manually.

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replied on December 6, 2022

Oh. You shouldn't need to search though. The starting rule can check for both % in the name (or path) and empty metadata on document creation. A separate starting rule and workflow definition can check for metadata fields being populated and handle moving the "good" docs.

It's more efficient to process documents as they come in rather than do periodic searches.

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replied on December 6, 2022 • Show version history

Oh, I see. I haven't done one like that before. I'm used to setting up the QF doc class to store the document in the right path, using tokens to build the path.

I'll have to take a look at that. Thanks.

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replied on December 6, 2022

You can still have QF send everything to the right path and only intercept the ones with % in the name or path.

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replied on December 6, 2022

I will try that; thanks!

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Search for all documents that are contained in folders that have a % in their name

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