asked one day ago Show version history

Hello Laserfiche! 

 

I have an idea for a feature request that would be an extremely valuable addition to the Windows and Web Clients. I frequently configure "auto-file" workflows where the metadata is applied to a template and the workflow routes it to the proper folder structure. I would say that the number 1 gripe/complaint when importing is when there are multiple documents to import. The checkbox in the metadata dialog for applying the metadata to all documents is only able to be used when all documents share the same metadata. Unfortunately, that scenario seems to be rare since most batches consist of multiple categories and document types. If this functionality could be expanded so that when that box is selected it could present check boxes next to each field that would allow the user to optionally select which fields should be "sticky" through the whole batch to retain the metadata that was entered on the first document. Any fields that were not checked, the system would prompt the user to populate those fields.

 

For instance, in a Human Resources auto-file the Last Name, First Name, Employee ID, Department, Employee Status, Hiring Date, Email and Phone Number fields remain consistent for the batch, and only the Category, Document Type and potentially the Document Date need to be updated from document to document. If the user needs to repetitively enter the same metadata over and over, the use of the workflow automation becomes a burden to the user and discourages its continued use. In this scenario, if sticky fields were available, it would greatly reduce the data entry burden on the user when manual data entry is necessary. I truly hope that the team at Laserfiche would consider this functionality to help enforce the importance of using workflow to file and organize documents based on the available metadata. 

 

Thank you in advance, 

 

Brian 

0 0