I have a csv with 600 check numbers, how can I search for all the checks at one time?
Your best bet would be to use the solution Nigel provided to assign another metadata field that can be used define the batch you want end users to search for. Then they can search variable to group them together. In order for a group of documents to pull, there has to be a common denominator to filter by.
To clarify, are these checks stored in the repository with the check number as metadata?
Yes, almost all are stored in a Field called AP Check#
I would look at importing the CSV to a SQL table and creating a workflow to loop through each row, extract the check number and then use it within a search activity against the template. You could also store the CSV in Laserfiche and loop through it via an SDK script, or read it using the retrieve document text activity and regex but the SQL lookup would be the simplest and quickest I would expect.
What permissions would a basic user need to set this up?
This is done in workflow so they would need to be an administrator. Are you wanting an end user to pull the list directly from the Repository?
That would be ideal if that could happen
Your best bet would be to use the solution Nigel provided to assign another metadata field that can be used define the batch you want end users to search for. Then they can search variable to group them together. In order for a group of documents to pull, there has to be a common denominator to filter by.
Thank you all for the info, I will take this to my LF Admin. Have a great day!
There is a post at https://answers.laserfiche.com/questions/217432/Forms--Best-way-to-use-Excel-file-as-a-data-source#217435 which may be of use as it covers the import of the CSV file to a SQL table, which is always preferable over linking a CSV or Excel file. I recommend the Bulk Insert feature of T-SQL mentioned in the post - it's simple and fast. I wish I'd discovered it earlier!
BULK INSERT BulkInsertTest -- Change "BulkInsertTest" to name of table (should be created in advance if it doesn't exist) FROM 'E:\Laserfiche\ClientList.csv' -- Update CSV path WITH (FORMAT='CSV', FIRSTROW = 2,FIELDTERMINATOR=',',ROWTERMINATOR='\n'); --skips first row/headers and specifies field and row terminators