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Discussion

Metadata Designer Suggestion - Add "Ignore Data When The Field Is Hidden" Option.

posted on April 24

I created a template with the idea that when a user adds a document to the repository, they would select values for a 'document type' field and also a 'document subtype' field if applicable. Whether or not the 'subtype' drop down box would appear is controlled by a rule. This part seems to work fine.

If I select 'Appointment letter' as an option for the 'doc type' there is no 'subtype' field.


If I select 'Recommendation for Personnel Action' for the 'doc type' then the option to select a 'subtype' appears. Let's say I select 'Retirement.'

But then I change my mind and realize that for this document, I should have selected 'Appointment letter' all along. I go back and change the 'doc type' to 'Appointment letter' and the 'doc subtype' disappears as expected.

The problem is, unfortunately, Laserfiche apparently remembers the value previously selected for 'doc subtype' and dutifully passes it along to Workflow anyway.



This is a problem because my workflow uses these tokens in the Destination Path when itmoves the file from the *Incoming folder to its new home. There should never be a Retirement folder under the Appointment letter folder so the document is misfiled in the repository.

I know there are ways to work around this. I could add some logic to my workflow to filter out the unwanted token value, I suppose. Or, I could just go back to using Dynamic Fields. It would be nice to have the option natively in the new metadata designer though.
 

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replied on July 1

We're looking into this feature by adding an option to the metadata field rules! thanks for the detailed request.

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replied on July 1

Thank you!

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replied on April 24

I think its definitely a necessity in the metadata designer because you don't necessarily want data thats hidden to be saved with the document. For example you could fill in a section of the template and then decide to flip another field that makes those sections irrelevant but now you have a partially filled template

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