Question

Autoname in Laserfiche 10

Version 10 Laserfiche

Updated September 27, 2019

asked on March 23, 2016

In Laserfiche 10, autoname for new documents was changed to have the Import profile section. While I do like this change, we have one client whose previous workflow was to right click in the Laserfiche browser and go to New Document. The new document would then be auto named based on username and date.

Is there a way to do this with the version 10 client? Currently, all names go in as New Document when created this way.

0 0

Replies

replied on March 23, 2016 • Show version history

The option is under Tools > Options > Autoname within the client. You will need to do this for each user.

0 0

View 2 previous replies

replied on March 23, 2016

Hi Tommy,

Do you get that prompt in Laserfiche 10 options? It looks like it was removed in version 10.

0 0

replied on March 23, 2016

Hi John,

One alternative would be to create a business process in Workflow that creates a document and names it using the %(Initiator) and %(Date) tokens. Then just set a BP requirement where the entry type is a folder.

Then users can add the BP button to their Client toolbar. Would that be sufficient?

0 0

replied on March 24, 2016

Hi Alex,

We will likely make a workflow that does this for them if the document name is "New Document*" on create event. I just wanted to see if this behavior was expected.

Thank you,

0 0

replied on March 24, 2016

Hi John,

Yes, we consolidated the options in v10, to tie more into import profiles and remove generally unused items. Your new document scenario is a good point though, we'll see if it makes sense to bring it back. It wouldn't be in time for the next version though, so I'd still recommend the workflow for now.

0 0

replied on March 24, 2016

In version 10.1 you will be able to use an import profile to get the same autoname functionality. Create an import profile with the document name and make it the default import profile:

There is a bug that prevents this from working in 10.0.

2 0

replied on September 26, 2019

I'm trying to set this up for a user, but when I go to the Options menu, Autoname is not an option. Any ideas on how I can make that available?

Thanks,

Melissa

0 0

replied on September 27, 2019

"Autoname" is the name of the import profile Robert created in his example. You can find Import Profiles in the Options dialog under New Documents\Import Profile.

0 0

replied on September 27, 2019

Okay, thanks! I guess I was curious if the Autoname category in the Options menu still exists. I have it in mind, but the user I am trying to assist does not have it.

0 0

replied on September 27, 2019

Oh, that Autoname. Are you running a version 9 Client? It's been replaced by Import Profiles in Laserfiche 10 when the functionality was expanded to allow for saving multiple configurations.

0 0

replied on September 27, 2019

Ah, okay - that must be the difference. I'm still be on 9 and the new user must be on 10. Thanks for the clarification!!

0 0

You are not allowed to follow up in this post.

Question

Question

Autoname in Laserfiche 10

Replies

Sign in to reply to this post.