Publicado Fri, 15 Mar 2019 18:07:17 GMT por David Blake
We have a Fortis customer who currently enjoys the Fortis Database Lookup function, and is wondering when if at all DocuWare plans to replicate this functionality.

Fortis Database Lookup perfoms the query and return at the time of indexing.  This means if there are mulitple records returned, the user may select the appropriate record to populate the fields correctly.

DocuWare AutoIndex performs its lookup and population as a scheduled event based upon criteria.  Then AutoIndex backfills automatically the remaining fields, providing the Multiple Matches option to select the first record it finds, use all data records for indexing (not sure how that behaves), and finally not to index at all.

Our customer is looking if DocuWare has plans to fix this, or has an alternatve solution that can be done at the time of indexing.
Publicado Fri, 15 Mar 2019 18:13:52 GMT por Phil Robson
DocuWare has similar functionality. We call it Autofill Indexing. After filling in one or more fields while storing, simply select the the option Autofill indexing from the context menu, or enter Control + Alt + j.
The last record stored in the database will be used to populate all remaining fields.

Phil Robson
Senior Director Support Americas
Publicado Fri, 15 Mar 2019 18:25:32 GMT por David Blake

Autofill is an option, but not at all exactly what our customer is looking for.

  • Autofill is watching its own DW database, not the 3rd party SQL tables where the most accurate data lives.
  • Autofill auto-populates the fields based on a single field, which is similar, but the field must exist at least once, or if this is the first time a SSN is used, nothing is found and it doesn’t bring back anything.
  • Only is useful if multiple storage occurrences for the same record data will occur.  If only once, not a solution at all.

I have found one Post an Idea entry, but has not been around very long since last January, and hasn't much attention yet.

Do you suppose there is any plans for this?

Publicado Fri, 15 Mar 2019 18:34:13 GMT por Phil Robson

The only other option is Instant Autoindex which can be set to trigger on storage of a new document, however there is no selectivity option as it happens immediately after storage. So it can only use the first found matching record.

Phil Robson
Senior Director Support Americas


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