Posted Thu, 16 Aug 2018 12:45:24 GMT by Jay Poole Product Specialist

I have a customer that has information in the file name that fills out the only two indexes they need, but i can't parse out the info through document processing. They currently drop these files into a folder and it indexes the documents. Any ideas?

Example File Name:

"Cigna - 10/20/17"

 

Indexes:

Carrier: Cigna

Posted Date: 10/20/17

Posted Fri, 17 Aug 2018 05:18:42 GMT by Martin Zebedies

Hey Jay,

is it a cloud or an on premise system?

You can split the document name with workflow manager or with autoindex.

Best Regards

Martin

Posted Fri, 17 Aug 2018 05:39:01 GMT by Gilles Sauvagnat Altexence Président

HI,

Other idea, you write a Powershell script to get the file name, split it in two values which are used to generate a .dwcontrol file.

Then you just have to push orginal file + dwcontrol file in a folder used by a DW Deskstop Import task

If the volume is high, the other idea is to write a program using DW SDK, that's more efficient and easier to monitor in case of error during upload.

Best regards

Gilles

Posted Fri, 17 Aug 2018 12:04:00 GMT by Jay Poole Product Specialist

This is a cloud account. Any direction on how to do this through AutoIndex or Workflow would be greatly appreciated.

Posted Fri, 17 Aug 2018 12:06:07 GMT by Jay Poole Product Specialist

Not a high volume so trying to find an easy way. Great ideas.

Posted Fri, 17 Aug 2018 12:53:18 GMT by Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

Jay,
Here is a link to a document I did recently to use a simple workflow to filter an index value. You will use the same principal to extract the parts of the index field containing the file name. You just need to extract the string parts either side of the hyphen.
The workflow is triggered on storage of a document with a specific field empty, in your case, I would trigger it on the filename field containing a hyphen, and the 2 target field being empty.
If your date field, is a true date field then you need to convert the extracted field to a date otherwise the assignment may fail.

https://drive.google.com/open?id=1UhGW59Gerav6P96Q4M3G4cOHdFNZBqZa

Check out the document, and if you need any guidance, just post here.

 

Phil Robson
Senior Director Support Americas

Posted Fri, 17 Aug 2018 13:49:10 GMT by Jay Poole Product Specialist

That worked perfectly! The only issue i am having now is getting it from a text field to a date field. They are using this format for thier date now.

09-02-18

Posted Fri, 17 Aug 2018 13:57:00 GMT by Phil Robson DocuWare Corporation Senior Director Professional Services, Americas

Ok, so the date is in standard European format. Are they in Europe? Dates are formatted based on the user region. Can you clarify why the date in the file is in standard US format?
In any event, you need a data assignment step after you extract the string date to a variable.
Create a Date variable, and then assign the string date variable to it with a conversion like this:

GV_Date_Var = CDate(GV_String_Date_Var)

Phil Robson
Senior Director Support Americas

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