Question

finite pick list of items, like user names, in a template field?

Updated May 7, 2015

asked on April 30, 2015

OK, I have this template for contracts. I'd like some of the fields to contain values from finite lists.

1. For example, the field 'OurCompanySigningParty' needs to contain only users from Active Directory. I'm picturing a list of all those AD users (as a constraint, maybe? Token of some kind?), so the user names are submitted uniformly. It won't always be the person using the template who was the signing party, otherwise this %(UserName) token would be fine as the default value.

1.a. Also, there's this field called 'PurchasingPolicyCostRange'. Corporate policy dictates different procedures for purchasing depending on the price of an item, so I'd like to have several pre-defined ranges as values in a list, sp. $1-2500, $2501-5000, $5001-50,000 and >$50,000.

Can this be done? It'd save a lot of fuzzy data entry and make for cleaner searches.

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replied on May 4, 2015

This is exactly what a List field is for:

https://www.laserfiche.com/support/webhelp/Laserfiche/9.2/en-US/AdminGuide/LFAdmin.htm#Setting_a_List_of_Values_that_Can_Be_Assigned_to_a_Field.htm%3FTocPath%3DLaserfiche%2520Administration%2520Guide%7CMetadata%2520Administration%7CFields%2520and%2520Templates%7CFields%7CCreating%2520a%2520Field%7CSetting%2520a%2520List%2520of%2520Values%2520that%2520Can%2520Be%2520Assigned%2520to%2520a%2520Field%7C_____0

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replied on May 4, 2015

Ya Jim, I found the List data type right in the template design widget shortly after posting that question. Silly me. This works like a charm for the simple list of purchasing policy value ranges, but the list of all Active Directory users isn't quite so simple. It appears it's possible to populate a list from any SQL Server table that's accessible by the service running the server service (?), including maybe an autocomplete list for this user field I'd like to populate. Maybe. Still reading about that one. I'll post my findings one way or another here unless someone from the community steps in with a method for doing this...

DG.

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replied on May 4, 2015

To populated a list from a SQL database, you can use Dynamic Fields. Though the examples are mainly for making one field dependent on another (e.g., the options for City depend on what is selected for State), they can also just be used to create a list that references a SQL database.

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replied on May 7, 2015

Awesome, thanks Brianna. After linking the all_trustees table (view, actually, but it still worked) in External Tables, all those values are now available to the template. Almost. Actually, the values from the external all_trustees view won't populate the template field during the initial document import, but the values are available afterward. During the initial import, the template field just says <Loading values. Click to cancel> forever. I'd love it if the list of trustees was available at this stage rather than having to go back after the initial import to populate that field.

Any thoughts?

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finite pick list of items, like user names, in a template field?

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