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

Question

Question

Migrate Documents to a new template

Administration Laserfiche Records Management
Updated March 31, 2014
asked on March 31, 2014 • Show version history

I'm trying to migrate a set of documents to a new template and I thought updating the pset_id on toc table would be the right way but it did not work. The question is how to migrate documents to new template? Is there a utility?

 

UPDATE LaserFiche.dbo.toc
 SET pset_id = @newpsetid

 

 

 

0 0

Replies

replied on March 31, 2014 • Show version history

I would simply write a workflow or just do it manually through the client.  It is just changing the documents from one template to another?  Not keeping any of the information in the fields?  If so just run a search in the full client for all documents with the old template (field search).  Then select them all, right-click Metadata, and change it to the new template.  You can mass apply a template to a group of documents.  This will only work if you are just switching the templates and not worried about the actual information in the fields.

0 0
replied on March 31, 2014

Yes, All I need is change the documents from one template to another.

 

The new template that was created is a copy of the old template so I do need the information. 

 

 

0 0
replied on March 31, 2014

If you need to keep the information I'd create a workflow to do this.  You can create it and simply execute it manually.  

 

Before throwing in a For Each Entry maybe just remove that and do one result to test and do it on a sample document.

 

1.  Search for all documents that contain your old template.

     For Each Entry it finds.

     2.  Get the old field information.

     3.  Assign the entry the new template and the field values pulled from the                       Retrieve Field Values activity.

2 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...