Assign Field Values

This activity assigns and reassigns a template and field values in a Laserfiche entry. A field value is a piece of information in a field about a document or folder. This could be, for example, an author’s name, an invoice number, or an address. A template is a collection of fields. Only one template may be applied to a document or folder at a time. Learn about tokens this activity produces

To set up this activity:

1. Drag the activity from the toolbox pane and drop it in the Designer pane.
2. In the properties pane, type a name and description of the activity.
   
3. In the Connection Profile property box, select the repository you want the activity to use.
4. In the Template property box, select a template.
• Keep the current template: Keeps the template currently assigned to the Laserfiche entry.
• Unassign the current template: Removes the template from the Laserfiche entry.
• Assign the following template: Assigns a new template to the Laserfiche entry. Click the Token button (right arrow) to add a token.
5. When you unassign or assign a template, select Remove fields from unassigned templates to remove all fields associated with the entry's starting template. Clear the checkbox so that the template's fields remain associated with the entry even though the template is removed.
6. In the Field Values property box, click Choose fields... to add fields.
7. Select the fields from the list you want to assign values to. If a template is assigned in the Template property box, only the fields in that property box are available.
8. Click OK.
9. Configure the field in the property box.
10. In the Assign Field Values To property box, select the Laserfiche entry you want to assign field values to. Learn more about selecting an entry

You may want to disable activities if you only want to test specific sections of your workflow. To disable activities:

1. Select an activity in the designer pane to highlight it.
2. In the Description property box, clear Enable.