Question

Changing Date Format Template

Laserfiche Administration Workflow

Updated May 19, 2015

asked on May 12, 2015 • Show version history

Hello,

I'm trying to figure out if its possible to change the way that a date is formatted in a template.

It appears that i have the options of Long, Short or Custom.

Customer would like YYYY-MM-DD but it seems like doing anything under custom is not working.

Additionally, can this field be used as a token for naming of documents?

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replied on May 13, 2015

Hello,

To expand on Derek's answer, dd is the correct format for days of the month and DD seems to be the format for days from the beginning of the year.

The field can be used as a token by using the Retrieve Field Values activity to create a token containing the field value. The token can then be used to Rename the entry that the date came from using the Rename Entry activity or the token can be used to create a new entry using the Create Entry activity.

Below is an example of how you would rename the starting entry using the Custom Date as a token.

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replied on May 13, 2015

I just tried this and it is working for me. Are you using "DD" or "dd"? "dd" is the correct one for days and yes it can be used as a token for naming of the document.

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replied on May 14, 2015 • Show version history

You don't need a workflow to rename new documents that you're importing. You can use tokens in the document name from any client that imports into Laserfiche and give the document the right name from the very start. You can use the %(Date) token with a format string as follows: %(Date;yyyy-MM-dd). That's a semicolon ; between the "Date" and the custom format string that follows. The syntax for the format string for dates in Laserfiche is documented at https://www.laserfiche.com/support/webhelp/Laserfiche/9.2/en-US/AdminGuide/LFAdmin.htm#Custom_Date_Time_Field_Display.htm%3FTocPath%3DLaserfiche%2520Administration%2520Guide%7CMetadata%2520Administration%7CFields%2520and%2520Templates%7CFields%7CCreating%2520a%2520Field%7CField%2520Display%2520Formats%7C_____1

Please note that Quick Fields and Workflow use a different syntax for tokens and date formats than the Laserfiche client and server.

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replied on May 14, 2015

Hello Michael,

How could i accomplish this using the Laserfiche Scanning Module? Our client will be using ScanConnect to scan documents into the repository. They select the template, which has two required field types. A List and A Date.

We are trying to get the default naming convention to be Type-Date

For Example

TCA is the type and the date would be 05-15-2015

so document name would be

TCA-05-15-2015

However using the field tokens we are getting the TCA-2015/05/15

Should i be or is there a place to set the default naming convention for this particular template somewhere?

Additionally, and i know this is out of the scope of this question, but is there a way to set a default template or restrict a folder to only a certain template?

Thanks again for the help!

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replied on May 18, 2015

I'm not aware of how to use the value of date field in the entry name with a specific format in LF Scanning. I don't think it's possible in the current release but we'll consider how to make this possible in a future release. The %(Date) token always uses the current date.

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replied on May 19, 2015

You can use the same date format Michael suggested above in Scanning. The server will resolve the token for you when the document is sent to Laserfiche.

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replied on May 13, 2015

Thank you both for the help!

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