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

Question

Question

duplicate entries

asked on September 22, 2014

Is there a way to setup Laserfiche or I guess write a workflow that would prompt users anytime they're importing a duplicate document by name ( it prompts if it's in the same folder...is there a way to prompt if it already exists in the repository)?

 

Thanks!

0 0

Replies

replied on September 22, 2014

While you can't immediately prompt with a dialog, like the rename warning, you can still write a workflow. Generally, the way I do stuff like this is to have workflow that monitors the intake folder in order to act on incoming documents. The first activity will be Invoke Workflow for another workflow that looks for violations of various validation rules. It sends an email to the person who scanned/imported the document and renames the document to something like this: "*Missing or invalid field: Client Name*" and returns a Boolean. If it indicates a failure, the calling workflow completes without taking any actions and leaves the document sitting in Intake until someone fixes it.

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

Sign in to reply to this post.