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Question

QuickFields Session Tokens (Similar to Workflow Tokens)

asked on November 16, 2015

I've been unable to find but am hoping that QuickFields has some tokens that provide information regarding the QuickFields session, similar to Workflow's tokens that provide info on the Workflow.  Specifically I am looking for a date/time token for when the session started processing.  We have a batch that has several thousand documents and are wanting to apply the date/time the entire session starts to a template field in all of the documents that are split out from the batch.  I've been unable to find such a token via the QF designer but am hoping it is possibly hidden, like many of the Workflow tokens (e.g. %(RuleName)), and that if I just know the correct syntax then I can use it. Does anyone know if there are any QuickFields tokens that provide information on the session?  

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Answer

SELECTED ANSWER
replied on November 16, 2015

Quick Fields does not provide these tokens. Date and time tokens are available, but they are the current date and time when the token is used, so they'll vary slightly over a batch of documents.

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replied on November 16, 2015

That's what I found but was hoping to find a way to set a session level variable instead of a page level variable.  Thanks.

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Replies

replied on November 18, 2015

This is a more manual approach, but you could have your user go into the document class before scanning and press the space bar in the date field if there is one in the template. That will give them the current date and it will be static throughout the session.

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replied on November 19, 2015

Unfortunately this session is running through the agent so there is no user interaction.  This is why they are so adamant about having a way to determine which documents were split from the same initial batch.  We've tried file name but they all have the same file name. We've tried creation/modification date but they receive many of these files a day so that doesn't differentiate.  Oh well, hopefully the next version of QF will have actual Session level variables that are similar to Workflow's variables. Thanks for the suggestion!

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replied on November 19, 2015

Why not use a field or a sticky note with the batch name then? Capture Engine and Universal Capture keep track of that in the Name token.

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replied on November 20, 2015

These documents come via SFTP automatically and are swept in via QF Agent automatically without user intervention at any point.  The batch name would need to be the time the session starts.  If I put %(DateTime) in a field in the session then it updates to current date time as each page is split out of the batch. Thus if it takes 1 second for each page it splits into a document then the field would be one second apart for each document.  Is there a way to assign the dynamic datetime value of a field for the entire session at the start without user interaction?

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replied on November 20, 2015

Unfortunately, no. The best you can do for this case would be to keep the original document name if they come in single file. But if the documents come as separate files, then there's nothing to tie them together.

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replied on November 23, 2015

Any plans for QF 10 to have Session level tokens available?

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replied on November 23, 2015

Not at this time.

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