You are viewing limited content. For full access, please sign in.

Question

Question

Can the template name be used as a token?

Laserfiche Workflow
Updated February 12, 2014
asked on February 12, 2014

 I have a customer that has created a number of templates that are identicle with the exception of the template name.  The template name identifies the document type.  We would now like to combine the templates and add a field document type.  We would like to populate that field with the old template name.  Would this be possible?

0 0

Answer

APPROVED ANSWER
replied on February 12, 2014

I'd just make the new template with the extra field. Then have WF read the name of the existing template with Retrieve Field Values. Use Assign Field Values to change the template to the new one. The existing field values will stay because they're part of the new template. Just add the new field and use the template_name token from Retrieve Field Values to set its value.

0 0

Replies

replied on February 12, 2014

The Client does not have a token for the template name. You could, however, search for all documents with template A, select them all, and open the Metadata dialog on them. Change the template, type in the value in the document type and press OK. Then repeat for each different template.

 

In Workflow, the Retrieve Field Values activity will generate a token for the template name. You could use an Assign Field Values activity to change the template and set the new field. Depending on how many documents you have, it might be faster to make the changes through the Client.

0 0
replied on February 12, 2014

In admin console  step 1 would be to add the document type field to the existing templates first.  With Workflow Step 2 would be to use Workflow Assign Field Values to populate the field with the template name.  In Admin Console  Step 3 Merge the templates this I am not 100% on.  Is that accurate?

0 0
APPROVED ANSWER
replied on February 12, 2014

I'd just make the new template with the extra field. Then have WF read the name of the existing template with Retrieve Field Values. Use Assign Field Values to change the template to the new one. The existing field values will stay because they're part of the new template. Just add the new field and use the template_name token from Retrieve Field Values to set its value.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...