Question

dynamic templates

Laserfiche

Updated September 30, 2014

asked on September 29, 2014

Is it possible to dynamically show / hide fields on a template based on a previous field value.

For example:

If i select a value from a document type field as invoice. The field called invoice number is shown.

If I select leave form as the document type then it shows date required.

If it is not currently available is this something that is in the roadmap to be added?

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replied on September 30, 2014

I think people have been asking for this one for years. I've never seen this request on the roadmap. I'd love to see it though!

Unfortunately it's built in at a very base level of the Laserfiche System. I suspect trying to add this might break all the previous clients - one thing about laserfiche is that you can always use an older version of the client to connect to a newer build of laserfiche. We still have some customers with rally ancient desktops that are using LF 7 to access newer LF servers.

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replied on September 30, 2014

If you use the SDK, you can make your own menu window for the metadata (might not be something as natively available as the stock metadata windows) but it would allow you to program how you want things to work. This would likely need to be hard coded or instilled with a DB backend, or even some sort of rules.

examples of some simple rules I was thinking of would be naming the fields in such a way that the program understands that one is dependent on the parent field, just based on its name.

The other way would be to use a form to change metadata on the fly and use a workflow to institute the proper changes after submission. You would be able to make an icon on the LF Client toolbar with the entry ID of the currently selected entry if you follow the steps here:

http://www.laserfiche.com/support/webhelp/Laserfiche/9.1/en-US/UserGuide/Laserfiche_Client.htm#AppearanceFunctionality/Custom_Toolbar_Buttons.htm

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dynamic templates

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