Question

Filling template fields from the database in quick fields

Quick Fields

Updated December 8, 2014

asked on December 4, 2014

Hi ,

I have this use case where the quick fields session classifies documents. And there are about 70 categories of documents. We wanted to fill a particular template field which picks up possible values from a list in the database. How will this be possible. I cannot seem to use dynamic fields with this. Any other work around?

Thanks!

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replied on December 4, 2014

The field lookup feature has this functionality. Whether it is available or not would depend on the add-ons you have.

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replied on December 4, 2014

Thanks Miruna!

Looks like we do have that add-on. So for each of the document classes, I will have to configure this separately? I have 70 of them almost and would increase in the future. Nothing can be applied to the template at once?

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replied on December 4, 2014

No, they're per document class since different classes can have different templates. But you can copy an existing document class when you need to add a new one.

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replied on December 4, 2014

Sure thanks!

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replied on December 8, 2014

Hi Miruna,

I am trying to set up field look up , but I need it to pick up values from the database even before I start scanning documents. Like I need to configure the fields initially , but the values should be populated from the database. How can I do this?

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Filling template fields from the database in quick fields

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