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CC302: Advanced Quick Fields

CC302: Advanced Quick Fields. Evelyn Crofts, Laserfiche, Project Manager. Audience. Intermediate to advanced users of Quick Fields “Pattern matching” doesn’t scare you. Agenda. Interface Optimizations for Power Users Scan Sources Lookup Wizardry Scripting Basics

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CC302: Advanced Quick Fields

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  1. CC302: Advanced Quick Fields Evelyn Crofts, Laserfiche, Project Manager

  2. Audience Intermediate to advanced users of Quick Fields “Pattern matching” doesn’t scare you

  3. Agenda Interface Optimizations for Power Users Scan Sources Lookup Wizardry Scripting Basics Quick Fields Agent Overview

  4. Interface optimizations for power users • Metadata customization • Verification • Zoom Fields • Find document pane • Profiles

  5. Scenario Court claim documents QA plaintiff and defendant info High volume

  6. Metadata customization Hide Move Require Constrain

  7. Metadata customization Hide Move Require Constrain

  8. Zoom Fields Easy input Fast data verification

  9. More than just constraints Field verification Ensure records match

  10. Find Document Pane Easy to find repeated errors Facilitate large batches

  11. Profiles Quickly apply post-processing

  12. Lookup Wizardry

  13. Lookup vs. Field Lookup Lookup Process-time Process token as input Process token as output Field Lookup Anytime Field value as input Field value as output

  14. Custom Query: Setup Parameterized input Column name output Flexible and powerful Stored procedures SQL tricks Parameter defines where input goes Token for input

  15. Custom Query: Setup Column name output Process Lookup: %(LookupName_ColumnName) Ex: %(JudgeLookup_Judge Name) Field Lookup: %(Column.ColumnName) Ex: %(Column.Judge Name)

  16. Demo

  17. Custom Query + Pattern Matching (custom query) Build a new value to return: 1234 Gotham City 1/1/1987,3890 Cat Woman 3/3/1999 (Pattern Matching) then break it into pieces 1234 Gotham City 1/1/1987 3890 Cat Woman 3/3/1999

  18. Pattern Matching Configuration Return all matches (as multi-valued token)

  19. Pattern Matching Configuration Return all matches (as multi-valued token) Pattern Not delimiter [^,]* Result 1:Peter Result 2:Paul Result 3:Mary Peter,Paul,Mary Peter,Paul,Mary Peter,Paul,Mary Peter,Paul,Mary

  20. Scripting Basics

  21. Scripting Infinite extensibility Crazy lookups Custom prompts for scanner operators Adding LFSO calls at document storage time Kicking off Workflows

  22. Scan Sources

  23. Tips and Tricks Universal Capture Custom filter Scan queue How does scanning actually work?

  24. Laserfiche Capture Engine (LFCE) Scan from Laserfiche Basic Search

  25. Laserfiche Capture Engine

  26. Key point Quick Fields is outside Laserfiche LFCE makes new documents

  27. Quick Fields Agent

  28. Advantages of Agent Run on a schedule Scan from Laserfiche or Windows directory Set it and forget it Run multiple sessions simultaneously

  29. Resources

  30. Additional Resources Information Center - Elite: 7:30am-5:30pm Forums White Papers Customizing the Quick Fields 8 Interface Pattern Matching and Token Formatting in Quick Fields 8 Extending Quick Fields 8: Scripting Classes: - CC304: Scripting in Quick Fields - CC202: Capture Workflow Capture Workflow CPP

  31. Questions?

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