Question

Using Workflow to rename a Forms-submission document with the current academic year

Forms Workflow

Updated October 7, 2015

asked on October 5, 2015

Hi, all.

I'm relatively new to Laserfiche, but I'm trying to run a Forms process that's meant to work a bit like this:

Save a copy of a submitted Laserfiche form to a repository.
Create tokens for the start and end dates of the current academic year (Jul 1 - Jun 30) at the time the form was submitted.
Use these tokens to rename the document in the repository with the then-current academic year in yyyy - yyyy format, e.g. "2014 - 2015"

I've tried using the Date Token Calculator as seen below:

...followed by an application of "Assign Token Values" to trim the dates down to just yyyy - but while this is doing a great job of calculating the current year and the current year +1 in October 2015, I suspect that come January 1, 2016 I'll be getting 2016 - 2017 for my file names, when I don't really want that to start happening until July 1, 2016.

Can anyone out there recommend a better implementation?

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replied on October 6, 2015 • Show version history

Create a blank token and then go through a Conditional Decision. Check the month and if it is 06 or less send to one branch if it is 07 or greater, send to the other branch. In the breaches, assign the value to the token created before entering the decision activity.

If month is 06 or less, the start year will have a "Subtract 1 Year" adjustment and the end year has no adjustment.

If the month is 07 or greater, use the formulas you show in your post.

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replied on October 7, 2015

This worked perfectly - thank you very much!

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Using Workflow to rename a Forms-submission document with the current academic year

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