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Question

Question

Can I create a folder based on a metadata field using workflow 8.3?

asked on April 14, 2014

I'm not sure if this can be done with workflow or workflow scripting (I can't find enough of a reference on Workflow scripts) 

 

I'm trying to use workflow to replace an old SDK script which iterates through all documents in SourceFolder moves them to their final destination with the following logic. 

  • Check to see if there is an existing folder in the DestFolder with the name FileNumber (Which is a metadata field). 
    • if the folder doesn't exist
      • Create folder with the name FileNumber
      • Rename the doc to FileNumber
      • Move doc from source folder to destination folder. 
    • if the folder FileNumber exists (we'll assume it will also have a document in it named file number based on the logic above)
      • Does doc FileNumber in destination folder have any linked documents?
        • If True: send an email with names of linked documents (or doclinks or just a link to DestDoc) to advise data entry of additional work to be done. 
      • Prepend sourcedoc to doc FileNumber in folder DestFolder/FileNumber
      • Delete SourceDoc

 

What I can't figure out in workflow is how to access the metadata fields to get the FileNumber to use to create new folders and documents. 

 

I also can't seem to find any documentation on exactly what classes / methods are available via standard (non sdk) workflow.

 

I'm using 8.3 right now, but would gladly update to 9.1 if it's a matter of doing that for the required functionality. 

 

 

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Answer

SELECTED ANSWER
replied on April 14, 2014

What you're looking for is all very straightforward and can be done in 8.3 with a relatively small number of activities. No scripting is even required!

 

The simplest answer to your direct question is to use a Retrieve Values activity.

 

However, it sounds like you'll want to spend some time learning the basics of Workflow. I would suggest spending some time looking at the options on the support site.

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Replies

replied on April 14, 2014

Thanks, 

 

I actually did figure that out shortly after I posted the question. I would still like to figure out what is available via Workflow Scripts because I prefer being able to read code than the whole drag and drop thing in workflow. 

 

 

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replied on April 14, 2014

All actions available in the Laserfiche SDK are available through the SDK Script activity (with the caveat that the scripts run on the WF Server without a user interface, so popping up messages and asking for user input is not possible).

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