Creating shortcuts

asked on March 5, 2014

So I have a customer that we migrated documents from an older folder structure to a new folder structure (in order to rename the folders to the new Account Numbers). We did this on our system so not to disrupt their production, however, they had shortcuts to those folders that were listed under the clients file. Other than workflow, does anyone have any suggestions of how to "recreate" the link between the folders we renamed, and the folders that were already there so that they don't have to manually go through each account and create a new shortcut? Below is example of what I'm talking about:

Foxhoven, Daryl

-TR Account

-123456 (Shortcut to Account 123456 stored in a different location)

The new Account number for 123456 is 33322211100, therefore, all the documents that were originally in 123456 are now in 33322211100 and we'd like to have a shortcut to 33322211100 in place of the 123456.

The customer does not have Workflow.

Thanks!

0 0

replied on March 5, 2014

It is interesting that you say the client does not have workflow.

Can you let us know what tools you have available to you? Maybe just things you are comfortable using.

If you are able to use the SDK, then you might want to use that. I would perform a search in a client window and export the list of all the shortcuts with the filepath column being shown. Then use this as the processing data in your script to figure out where current shortcuts exist and then go in and rename them or recreate the shortcuts but with the new folders.

1 0

replied on March 5, 2014

Kenneth,

Yes, they still have the old classic Laserfiche as they have about 50 concurrent licenses, but over 300 users...so the cost for them to upgrade to RIO/Avante for them is just not there. They do own the SDK, but I'm not at all able to work with that as I have no programming skillset. They also have Quickfields, haven't given much thought to whether that would work or not. As I'm thinking through this, I'm not seeing many options for them other than 1) Purchasing Workflow for the classic or 2) Manually performing this task.

0 0

replied on March 5, 2014 • Show version history

Daryl,

You seem to have the right idea, it's down to three options. Do not disregard the idea of using the SDK as you might find help from some of the Laserfiche Employees that respond on here can be pretty resourceful in helping build the majority of your script. Maybe one of them would like to chime in.

Workflow would likely be the easiest as well as lend itself useful to use in further processes.

Quick Fields would be useless for this, you are not needing to process these documents to reorganize them, you are just looking to create shortcuts and that's not what Quick Fields is meant for.

EDIT: Also, how did you manage to move the documents around and assign metadata/change the folder structure without the use of Workflow or the SDK?

2 0

replied on March 5, 2014

Kenneth,

Because we were dealing with a single Account folder, they exported a Briefcase and gave it to me that I imported in our in house system and created a Workflow for. The issue is, I can't take their entire Repository which is what would be required to do this next step.

0 0

Question

Question

Replies

Sign in to reply to this post.