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Question

Set folder and file names using Quick Fields lookup

asked on June 20, 2014

What I am trying to do is provide dynamic folder and file names for my documents based on the template field data entered by the scanner operators.

 

The Substitution and Pattern Match tokens are cumbersome for me, so I tried using a Lookup token.  My thought was that string manipulation would be easier using SQL.  So I have built a query that looks into the Laserfiche database to retrieve the same information that is present in the Quick Fields session metadata.  Here is part of the query, showing string maipulation:

 

select ltrim(
    isnull( ord_nbr, '' ) +
      isnull( ' ' + meeting_type, '' ) +
        isnull( ' ' + doc_type, '' ) +
          isnull( ' ' + meeting_date, '' ) ) file_name,
  case
    when doc_type in ('Agenda','Minutes','Council Orders','Resolution') then
      'Council Records 166-200-135-5'
    when doc_type = 'Agreement' then 'Agreements'
    when doc_type = 'Election' then 'Elections'
    when doc_type = 'Ordinance' then 'Ordinances'
    when doc_type = 'Records Destruction Request' then 'Records Destruction Requests'
  end folder
from ...

 

The query uses the "tocid" column as its parameter. The problem I am having is that the metadata does not seem to exist in the database once the Quick Fields session has begun to process the document.  We typically set the post processing action to Delete.  Is there a way to Lookup document metadata while keeping the post processing action set to Delete?

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Answer

SELECTED ANSWER
replied on June 20, 2014

I take it this is Quick Fields 8? A token for the original document's ID was added to Quick Fields 9. In version 8, your only choice would be to add it to a field.

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Replies

replied on June 20, 2014

I can't quite tell from your description, but it sounds like you are using Laserfiche Capture Engine to retrieve documents from Laserfiche? And those documents don't have their existing metadata transferred into the session?

 

If that's the case, make sure that Capture Engine is set to retrieve the field data along with the documents.

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replied on June 20, 2014

Hi Miruna,

 

LFCE is set to retrieve field data, which it does.  However, the value I need is the document ID, which does not seem to exist while the document is in Quick Fields.

 

 

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SELECTED ANSWER
replied on June 20, 2014

I take it this is Quick Fields 8? A token for the original document's ID was added to Quick Fields 9. In version 8, your only choice would be to add it to a field.

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replied on June 23, 2014

Okay, that makes sense.  Thank you, Miruna.

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