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Question

Question

Workflow "Search Repository" based on older then today's date

asked on April 14, 2014

Hello,

 

I'm trying to find a way to search the repository and find all documents from the past week based on a DeliveryDate field.

 

Lets say that resulted in 25 documents.

 

I want to pull the OrderNumber out of each document and store in a token, so I can email that list of OrderNumbers.

 

The problem I can't figure out is how to configure the "Search Repository" activity to grab the documents from today's date along with all other documents for the past week.

 

This is what I have so far in the "Search Repository" activity:

 

{[Sales_Jacket]:[Any_OrderNumber]="*", [Any_DocumentType]="BOL"} & {LF:LOOKIN="LASERFICHE-APIO\Sales\Orders"}

 

As you can see, I haven't added anything on the date yet.  I tried a few things, but allows error out.

 

As I mentioned above there is a DeliveryDate field.  So what I'm looking for is a search that will grab all the documents that have a DeliveryDate from today and 7 days back.

 

Hope that makes sense.

 

Thank you,

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Answer

SELECTED ANSWER
replied on April 14, 2014 Show version history

You can use the Date Token Calculator activity to find the date that you want.

 

 

If your workflow is going to be running across date boundaries, You'll have to decide if you want to capture %(Date) into a separate token so that you don't get unexpected results.

 

Once you've got the start of the date range, you can then run a search that looks something like this:

{[Sales_Jacket]:[Any_OrderNumber]="*", [Any_DocumentType]="BOL"} & {LF:LOOKIN="LASERFICHE-APIO\Sales\Orders"} & & {[Sales_Jacket]:[DeliveryDate]>="%(SevenDaysAgo)", <="%(Date)"}

EDIT: I just realized I had literals in the advanced search string in stead of tokens.

2 0
replied on April 14, 2014

Devin,

 

Thank you for your response.  This is what I was looking for.  I tested and it is seeing the two document that I would except to see in my test environment.

 

John

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