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Question

Question

Laserfiche workflow to change metadata field based on template type

asked on March 14, 2016

It is possible to have a workflow kick off when a document is imported with a certain template assigned, that then changes a metadata field?  For example, when a document with template A assigned is imported into laserfiche, a workflow starts to change one of the metadata fields from the default value to another value. 

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replied on March 14, 2016

If you do a condition starting rule with the event type being Entry Created, that you cover documents that are imported.  As far as it having a certain template, add in the condition that the Entry: Template Name equals "template A" along with any other conditions such as the path.  As far as changing the metadata field, that would be one of the steps inside the workflow to assign metadata.

 

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replied on March 15, 2016

Thanks! I'll give it a shot.

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