Question

Default field with metadata

Laserfiche Version 11 Self-Hosted

Updated August 6

asked on August 1

Very simple question that I just cannot find the answer for. Is there an easy way to have a field containing the original file name at upload (%Name) to be applied default to every single item uploaded or created in(to) the repository without involving yet another workflow. Even if a template is NOT applied to the item. No matter what source it comes from, SDK, Quickfields, ImportAgent, Forms, Workflow, Drag and Drop etc. Basically upon creation of an item we want to preserve the original file name that the item came with and it cannot be edited after the fact.

Our users do not have to choose a template so adding the field into one or more templates only catches a few items.

0 0

Replies

replied on August 1 • Show version history

For electronic files, Laserfiche suppresses the extension, if that's what you are really looking for. IA, SDK, QF all let you load the (%Name) value into a field, where the (%Name) is the document name. I'd try seeing if you can rename the doc after the field. Worst case, you can retrieve the extension as a property, or parse it out of the field value with a RegEx. Then you can add the extension to the document name, then rename.

Having the original file name is very handy for debugging, or in one case, identifying a particular machine used for scanning.

0 0

replied on August 1 • Show version history

We just need the name. I don't care about the extension. We just need the original name (with or without extension) it had when uploaded. generally the file cannot be renamed upon upload since it could be part of a cell phone dump or part of a proprietary video where the name is important. If a user wants to rename the file after the fact that is fine, but we just need the original name upon upload somewhere that I can make visible to users and use in reports.

Maybe even better said. the first name it ever had in the repository. since if they do use a template I suppose they could name it through lfsnapshot etc.

0 0

replied on August 2

In that case, using the (%Name) variable in either QF or IA will work.

0 0

replied on August 6

But that will not catch any document uploaded straight into laserfiche repository. I need it on ALL items created no matter the source it came from. And it would be nice if it could just be a default instead of having to use a workflow. I am trying to not use a workflow so it does not have to run a workflow for every one of the thousands and thousands of items brought in to the system daily. Just one field not attached to a template with the value being automatically %Name

0 0

replied on August 6

Just dragging the documents into the Win Client preserves the root filename of electronic files:

Image preview

I am not sure where the tif files went, I may have workflow that whisked them away. The workflow (%Name) token does not keep the name?

0 0

You are not allowed to follow up in this post.

Question

Question

Default field with metadata

Replies

Sign in to reply to this post.