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Question

Question

Workflow to rename documents with EID

asked on May 7, 2024

Howdy Laserfiche gurus. We have documents in the repository that do not have EID in the document Name.
Suggestions on a Workflow to get these documents renamed? EID is in the metadata just not in the document name. Thank you in advance for your suggestions.

FROM Name = Last Name, First Name - Document Date Time
TO Name = Last Name, First Name (EID) - Document Date Time.
 

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Replies

replied on May 7, 2024

I'm assuming "EID" is some user-defined ID value for your use case, and not a reference to a document's internal Laserfiche Entry ID.

This will depend on which other values in the entry name you have available from metadata fields, the format of the EID value, and if you already know which documents are missing the EID from their names (all docs in a given folder, etc.)

If you already know the docs you need to update, and if you have all components of the document name available as metadata:

  • First Name
  • Last Name 
  • EID
  • Document Date Time

Simply Retrieve Field Values for relevant fields and then Rename Entry, reconstructing the entire document name string from the values like:

%(Last Name), %(First Name) %(EID) - %(Document Date Time)

If you have metadata values for:

  • First Name
  • Last Name 
  • EID

You'll need to use Pattern Matching to extract the "Document Date Time" value from the current Entry Name by capturing everything after the " - " (with spaces) with a end of string ($) anchor at the end in a token, then constructing the new entry name as above.

If you have only:

  • EID

You'll need to run Pattern Matching to extract both the "Last Name, First Name" component (can be one token) and "Document Date Time".

If you need to find all the documents missing an EID in the name, you'll need to first write a pattern match or search to check for that, then rename the ones you find per the steps above.

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replied on May 7, 2024

What does EID stand for? If it is a field name in metadata, you can find the entries that needed to be renamed first, and then iterate to retrieve that field value for each entry, then rename the entry with the updated format

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replied on May 7, 2024

Thank you for the help. EID = Employee ID. Format 123456. 

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