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Question

Question

Using Import Agent, we can upload a large number of documents; however, Import Agent does not follow show/hide rules and some documents are not imported to Laserfiche.

Laserfiche Version 12 Import Agent
Updated January 19
asked on January 16

Using Import Agent, we can upload a large number of documents; however, Import Agent does not follow show/hide rules. If a field is hidden unless a specific document type is selected, Import Agent cannot complete the import because it cannot provide that required field.

Import Agent can see all template fields, but it cannot determine which fields are required based on document type, nor can it recognize when certain fields should become required. As a result, documents fail to import into Laserfiche when a required field—triggered by show/hide logic—is missing.

 

How do others work with this limitation? 

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Answer

APPROVED ANSWER
replied on January 16

Import from Import Agent should not fail if a blank field is only conditionally required by a field rule -- LFS does not know about or enforce conditionally required fields, and as you noted, Import Agent is not aware of field rules and so does not respect/enforce them.

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replied on January 19

More generally, a common design pattern is to:

  1. Have Import Agent import documents into a temp "Staging" folder in the repository
  2. Then have Workflow(s) with starting rules monitoring imports to that folder perform more complex metadata assignment and document move logic

Sometimes that involves having a simpler template without required fields etc. for Import Agent to use initially. Then have Workflow assign the "real" template during the indexing process, with a branch to handle flagging documents missing data for required fields for review (moving them to a "Staging\Errors" subfolder or similar).

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