Question

Import Agent Pull Owner Info

Import Agent Laserfiche

Updated October 2, 2023

asked on April 13, 2023

Hello All,

I have seen a few people ask this question, but all of them were 6 or so years old. I thought I would check in and see if this has changed or if Laserfiche has looked into adding this as a feature.

When using Import Agent to pull in a document, I would like it to place the "owner" of that file into a field. I have verified that the "Owner" of the file in the Monitored Folder is the user who placed it. I currently only see "Name", "Path", Extension", "Created Date", and "Modified Date" as options under "File"

I assume there is not currently a way to do this, but I would think this would be a very beneficial field to add.

Thanks for any suggestions you can give,

Parrish

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replied on August 2, 2023

I would also be interested to know if there is a way to do this.

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replied on October 2, 2023

What we wound up doing was using Treesize to generate a report including the Author and Owner attributes of each file, along with that file's filepath. We created a basic sql table with the file's filepath as the unique identifier to link the field rows with the individual files (in case filenames were repeated across folders). Then when we imported the files into Laserfiche, we used workflow to query a sql table and assign the value in the author column to the author attribute (and this should work for the owner attribute too, as well as any other windows metadata that LF isn't able to access natively).

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replied on August 2, 2023

At a high level, it's possible if you have users put their files in a non-monitored folder, then use code to extract that information, and create an import file (.xml). Move the file, and the import file to the monitored folder, and set your import profile to only import .xml files. Of course, this meant that I had to write my own utilities to dynamically generate the .xml file in the correct format, but once that was in place, Import Agent became much more valuable to us.

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Import Agent Pull Owner Info

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