Setting column profiles on folders created by Workflow

asked on January 22, 2016

Hi Laserfiche!

I'm working on a process for one of our clients that involves Workflow creating many of the folders within the folder structure. There's 3 root level folders, one for each document type: checks, invoices, and reports. Each of these folders (and all children folders and documents) will need to be assigned a different set of columns to see relevant metadata.

Am I missing a way to have the workflow refer to parent folders for column profiles? If not from the parent folder, is there any way to have Workflow create these folders and not have to manually change each folder's columns to match the correct column profile?

From what I understand, Web Access 10 will have this feature. Will it also be pushed to the desktop client in time for Laserfiche 10? If not, can we consider this a feature request? :)

Please let me know if you need any more information! Thanks in advance for any help you can provide!

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replied on January 22, 2016

This would involve some coding since the column layouts are stored as an XML document in the attributes for each user (and can also be set on the Everyone group). We will look into adding this feature in a future version (not in 10 though unfortunately).

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replied on January 22, 2016

Thanks for the fast reply, Robert! Will it be possible to set up column profiles in Web Access 10 using the propagating folder feature and have the changes reflected in the user's desktop client?

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replied on January 22, 2016

Web Access and the desktop client share the same column layouts, so column changes you make in web will show up in the client. If you apply a column profile to a folder in Web Access, those columns should show up for that folder in the client (and vice versa). The columns aren't saved to your user attributes immediately though, they are committed when you sign out.

I don't think this helps you though, since you are trying to do this in an automated fashion.

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replied on January 22, 2016

I understand. Thank you again for your fast response!

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Setting column profiles on folders created by Workflow

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