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Question

Date Token Calculation in Quick Fields

asked on January 28, 2016 Show version history

Is there an option to perform a date token calculation in Quick Fields. I have an activity for it in Workflow but can't find anything in the token editor or processes within Quick Fields.

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Replies

replied on February 2, 2016

Hi Chad, 

 

The Token Calculator activity in Workflow is not supported in Quick Fields. However, there are a few ways you can workaround it. Depending on what you're trying to accomplish, you might be able to use a combination of Pattern Matching and Substitution activities within Quick Fields. Otherwise, once documents are stored in the repository, you can certainly use Workflow to perform date calculations.

As far as how to do that, you can store the documents from Quick Fields to a generic "Incoming" folder in the repository, then configure Workflow to modify the documents' dates and route them to the proper destination folder. Another way is to configure Quick Fields to run a Workflow as documents are sent to the repository. 

Hope this helps! 

 

 

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replied on June 14, 2016

Could you please explain how to use Pattern matching and Substitution activities within Quick Fields to accomplish what DateToken Calculator and Pattern Matching does in Workflow? I am able to calculate the Fiscal Year from the current date using DateToken Calculator and Pattern Matching  in Workflow but trying to see if the same can be accomplished in QuickFields.

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replied on August 2, 2018

This question is old, but I came across it having a similar need.  I solved my need and figured I'd share this.  I'm still on v.9 of Laserfiche and Quickfields. :-(  So I'm unsure if the current version has a better way to accomplish this.  (Hope to upgrade this year! :-) )

My need was to take a document, perform OCR picking up information along the way.  Based upon a date in the document, I needed to file it in a path that includes the current Fiscal Year.  Our FY is from July 1 - June 30, so anything with a month > 6 needs to be filed in the current year + 1 as the Fiscal Year.

Here is how I accomplished "date math" (adding 1 year):

Create a "Fiscal Year" multivalue token based upon the Document Date:

(This is performed in "Page Processing" for me, but I only do this on the first page, I don't need it re-evaluated for each page) (also my token already exists, but you would click on "Create").

Make sure to format it correctly, and make it a Multivalued:

(You only enter the one value here).

Set a Conditional to test if we are still on the first page  (you may not need to do this), and the Month of the Document Date is greater than 6:

If the conditional is TRUE, modify the Fiscal Date:

(My token already exists, but you would click on "Modify"

not "Create")

The new value would be 1 (which we want to add to the current

year), and you want to "Append to existing values".

Finally, where you need the actual Fiscal Year you simply have to call

the Multivalue token "Fiscal Year" (in my case) and apply the "SUM"

function on the values: 

Right click on the value where you want it and select the

token editor:

 

Check Apply Function box and click on "Select a fucntion":

Choose "SUM" click on "OK"

Click "OK"

If the current year is 2018

and the Month <= 6 then

the Fiscal Year will be 2018.

If the month is > 6 then

the Fiscal Year will be 2019.

 

 

 

 

 

 

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