Joe Kaufman Bell Laboratories Inc No longer there

Phil,

In that case, we'll probably just wait. For most of the lists we created, we WANT to keep them -- this was a very "live" bit of testing. I just assumed one would be able to delete Lists without a license because it's a deletion.

So far no one has needed to change any file cabinet where Lists are attached, so I think we will just make our one "power user" aware of that and do our best to expedite getting the module purchased. We aren't worried about anything mission-critical breaking down for us, at least not within the next week or two within which we hope to have made the purchase and install the permanent LIC.

Thanks for your insight as to what needs to happen in what order to get things working again...

Thanks,

Joe Kaufman

Jon,

I don't know about Workflow Manager, but this can be done via the Platform Service (if that is what you mean by "web service").

POST to the DocuWare resource:

/DocuWare/Platform/FileCabinets/{cabID}/Documents/{docID}/Fields

The post data (XML) looks like this to clear out all keywords for a field:

<?xml version="1.0" encoding="utf-8"?>
<?xml-stylesheet type="text/xsl" href="/DocuWare/Platform/Content/standard.xslt"?>
<DocumentIndexFields xmlns:s="http://dev.docuware.com/schema/public/services" xmlns="http://dev.docuware.com/schema/public/services/platform">
    <Field FieldName="<field_name>">
        <Keywords></Keywords>
    </Field>
</DocumentIndexFields>

I just tested the non-.NET routine I wrote to do this and was able to add, modify, and clear out keywords no problem. I imagine in .NET you simply pass an empty keywords List (or "null"?) to whatever method wraps the SDK resource.

Hope this helps, if using the SDK is an option.

Thanks,
Joe Kaufman

Hey all,

I am having problems with a file cabinet that has a List associated with it, probably because our license for a trial run of Task Manager has expired. The "List" area in web client configuration already disappeared, and I cannot do anything with the file cabinet with regard to adding a field. Details follow:

The first picture is what happens when I try to add a field from the web client.

The second is the error I get when trying to add a field via the admin desktop tool.

So, I though I would try to delete the List attached to this file cabinet. I can still see the List from the desktop admin tool and there is a delete option. But when I try to delete the List and apply changes I get yet another error (third picture).

Help? Am I stuck until we get our full Task Manager license purchased? This seems very odd. What if we used to have Task Manager and then simply decided we no longer needed it? Would all of our file cabinets involving Lists be unchangeable from then on? Is that what is causing these errors?

Thanks,
Joe Kaufman

https://www.docuware.com/sites/default/files/forums-images/dw_when_trying_to_add_field_web_client.png

https://www.docuware.com/sites/default/files/forums-images/dw_when_trying_to_add_field_desktop.png

https://www.docuware.com/sites/default/files/forums-images/dw_when_trying_to_delete_List.png

Just read a similar comment over on Stack Overflow -- thanks again!

Thanks,

Joe Kaufman

Casey,

Good point about what serifs can do... I am not so worried about distinct ID/key fields, as those we will barcode (only three values). We aren't even storing the other data in indexes, just have full-text turned on. 

I may go with Courier New (even with the serifs) because it is so easy to read with the human eye and I can control layout better since each character is the same width. Though, you are right that an invoice number might have a mix of zeroes and O's. Have you done any sort of scientific test on what gets read better, or is it just from years of experience that you know sans-serif works better?

I might keep our large descriotion field (just regular words) as Courier but switch the detail listing of vendor codes and invoice numbers to a non-proportional sans serif font of some kind...

Thanks!

JoeK

Hey all,

Simple question: What is the best Windows font on paper that when scanned into a DocuWare document stored to a full-text cabinet the full-text comprehensively and accurately converts the text to a searchable form? This is probably a fairly generic OCR question, but does one use serif, sans serif, proportion, non-proportional...? Is there some font best suited for getting scanned in most accurately (not counting barcodes, of course)?

We are getting a little lazy on some scan sheets for ancillary information (multiple fields, hard to index, etc.), but I want to still have the full-text index things as well as possible when we turn on full-text for this cabinet. This is nothing mission critical, just want to take the best shot possible from the outset.

Thanks!

Joe Kaufman

Shane,

If the relationship is one-to-many, you need a single index field on the "one" side, and multiple indexes on the "many" side (EDIT: Oops, I have that backwards -- on a one-to-many the "one" side would need multiple fields to link to multiple "children", and the "many" side would just need a single field to link back to the "parent"...).

As I stated previously, you could use a Keyword index field to store multiple PO numbers and see how that works, and then on the PO side you could have a field for packing slip ID, or whatever combination of fields makes a packing slip unique. I can't tell you the best way to go about it since I don't fully understand the data relationships in play.

Thanks,

Joe Kaufman

Can you have two file cabinets, one for POs and one for Packing Lists and then link them on PO number? Is this a one-to-many, as in, a packing list can relate to one-to-many POs, but a PO will have one and only one packing list? If so, then you can make a linkage such that when a packing list is being viewed, there is a link to display related POs (of which there may one or more). 

This may require indexing all the PO documents with some sort of packing list ID, or adding a Keyword type field to the packing list to house multiple POs (I tihnk a linkage can be set up with a Keyword field, but I am not entirely sure -- we played with it a while back but I can't recall how well it worked, or didn't work).

We go in both directions when it coles to payables and checks. We have a file cabinet for each, and if you are viewing an AP invoice, you can link to the check that paid it, and if you are viewing a check you can link to the AP invoices it pays (which is one-to-many). To get this working, we have a check number and check date field on the AP invoice record that we populate after the fact via a behind-the-scenes automated task which gathers data to add to the AP file cabinet and then uses the Platform Service API to populate the check number and date so linkages then work.

Thanks,

Joe Kaufman

Hun,

I have not seen any REST resource that operates on multiple documents at once, except for operations like clipping which obviously clip one document to another (but that's not really the same thing).

My impression has always been that batch operations are handled by the client, queueing them up and then calling the API request multiple times. When you do a batch operation on the web client, for example, you can see the progress gauge increment as each document is processed. Not sure it would look like that if it were a single API call to do a bunch of documents at once.

Is there an issue with simply creating a loop to process the documents in question? If you use the same ServiceConnection or HTTPServer request object, it should be pretty quick and only use up the license as it works. In a sense, having a single resource and just calling it multiple times is cleaner that having two resources, one for a single document and one for multiples. (Just my opinion...)

Thanks,

Joe Kaufman

Chris,

When someone completes the Task, doesn't whatever condition that added it to the List change such that the document no longer appears in the List?

If, for example, a List was built with the condition Status = "Pending", and then a different user changes the Status to "Complete", it should drop off any List depending on the "Pending" value.

I am not sure about Workflow. I would assume once a Workflow completes that that Task would no longer show up on anyone's list...?

Thanks,

Joe Kaufman