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 May 14

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?

0 0

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.

1 0

replied on January 19

More generally, a common design pattern is to:

Have Import Agent import documents into a temp "Staging" folder in the repository
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).

4 0

Replies

replied on May 14 • Show version history

Hi Keisha Caetano,

Currently, Import Agent displays all fields no matter how the field rule is configured. The required field should be configured and it is displayed with required indicator in Import Agent profile editor dialog.

How is the template/field/rule designed and how are the template/fields displayed in Import Agent profile editor? What is the error in event viewer log or log file under C:\ProgramData\Laserfiche\ImportAgent\Logs since 12?

Per show/hide field rule, it is not allowed to show/hide required field. So if set the rule, the field is not required and it will not make the import failed.

Per require field rule, if the field is required, the field is displayed as required in Import Agent profile editor dialog, and need to configure value for it. If it is blank, this will make import failed.

Per require field rule, if the field is NOT required, the fields is displayed as normal in Import Agent profile editor dialog, and does not need to configure value for it. This will not make Import failed.

Regards,

Qinmei

0 0

You are not allowed to follow up in this post.

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.

Answer

Replies

Sign in to reply to this post.