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Question

New document from existing pages reverting to default values in template

Laserfiche Version 9
Updated September 22, 2015
asked on March 13, 2014
We are having a minor problem with Laserfiche and I don't know if it is a new "feature" with version 9.1 that I missed, or if there is something else going on.
 
Previously, when creating a new document from existing pages within Laserfiche, any template field information would carry forward from the parent document to the daughter document.  This is not happening consistently now.  The info in template field boxes that we use, like DPSST and LE Case No. will carry forward, but any Y/N drop down boxes will revert to their default value.  For example, if you create a new document from an existing document with Records Approval and CC Detectives marked Y, the new document will revert these to the default value of N.
 
Are you aware of an easy fix for this?  Many of our folks have developed work habits using the prior behavior as a labor saving device, and are having trouble adjusting to the new behavior.
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Answer

APPROVED ANSWER
replied on March 21, 2014

The issue may be that you have the metadata dialog appear during new document creation. When you create a new document from an existing document, the metadata dialog appears and the field values are set to their defaults as configured in the Laserfiche Administration Console. If you uncheck the option of having the metadata dialog appear during new document creation, then new documents created from existing documents will keep the field values set on the source document.

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Replies

replied on March 13, 2014 • Show version history

Hi Don,

 

This seems to be an issue using Laserfiche Server 9.1.0. It's highly recommended to upgrade to Laserfiche Server 9.1.1 as it doesn't have this issue.

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replied on March 19, 2014

We are already at LF Server version 9.1.1 and continue to have this issue

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View 1 previous reply
replied on March 19, 2014

What client side application and version is being used? Please contact your reseller to open a case with Laserfiche Support.

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replied on March 19, 2014

The Laserfiche Full Client is 9.1.1.486.  As far as I know this is the latest version of the LF Full client software.  All the server backend components are version 9.1.1 as well.

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APPROVED ANSWER
replied on March 21, 2014

The issue may be that you have the metadata dialog appear during new document creation. When you create a new document from an existing document, the metadata dialog appears and the field values are set to their defaults as configured in the Laserfiche Administration Console. If you uncheck the option of having the metadata dialog appear during new document creation, then new documents created from existing documents will keep the field values set on the source document.

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replied on March 21, 2014

That is not the behavior that LF Client had in previous versions.  I also checked the LF Webaccess client and when you do the exact same thing and display the metadata dialog, then it shows the field values where there are default field values, as the value set by the parent document not as the default value.  That is how the LF Client worked in the past and now that behavior has recently change in LF 9.1.   So you are inconsistent between the LF Webaccess client and the full client now.   I am not sure if you made a modification to change the behavior of the LF Full CLient in this latest version by choice or if it was an oversight.  The users are used to how this process has behaved and prefer it that way.  When I worked with our Var, here is what we got back from the VAR:
 

Hello Don,

 

Here is what Laserfiche said “We are able to reproduce the issue here. The SCR(software change request) has been filed for the issue. The SCR for your reference is 112856.”

 

Kyle Shipman

VPCI Support

 

So this sounds like a modification will be made to change this behavior back to the way it has been previously working in prior versions.  It would be good to be consistent with the behavior between the web version and the full client version.

 

Thanks

Don Hunt

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replied on August 17, 2015

Just trying to get an update on this...I did a search for SCR 112856 and found nothing.  We are having this issue and it was over a year ago the change request was done.  Any help would be appreciated.

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replied on August 17, 2015

This was fixed in Laserfiche 9.2.0

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replied on September 22, 2015

I have a question regarding turning off the 'always show Metadata dialog' option.  What else would this then affect other than document separation and import (I see that with importing documents it will bring in based on the default template listed and then will err and open the metadata if there is a required field on the template)?  Is there anywhere else that would need to be tested other than snapshot and import that this setting would apply to?

Not sure if changing this setting is a viable route to take (we've encountered the same issue) if it then creates bigger problems elsewhere and just want to make sure I test out all variables and make the decision knowledgeably.

Thanks!

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