[Mayan EDMS: 2621] Use document's metadata for filename (Quick Labels)

[Martin Kinitzki]

Hey guys,

is there any way to use a document's metadata (I added a metadata field for
suppliers) for renaming documents via quick label? I tried it with {{
document.metadata_value_of.supplier }} with supplier being my metadata
field. Unfortunately it takes {{ document.metadata_value_of.supplier }} as
a String.
The reason is that I would like to have the filenames in that way: *YYYY-MM-DD
Invoice Supplier*

Thanks in advance.

[Roberto Rosario]

We've been testing ideas for something like this. Unfortunately it would
only work once the document is uploaded and available in the system. This
is because during the upload wizard the document still doesn't exist and
cannot be referenced by a template variable like {{ document...}}.
Templated quick labels would only work after the document is uploaded by
going to the document properties edit view.

A related feature we are working on right now is allowing the renaming of a
document via workflow actions. This way a document is uploaded and when the
workflow triggers a state (initial or otherwise) the rename action is
executed. In this format a templated label field would have access to all
of the document's properties including metadata values. This is in the
works right now and very possible to be included in the next release
(version 3.1).

Post by Martin Kinitzki
Hey guys,
is there any way to use a document's metadata (I added a metadata field
for suppliers) for renaming documents via quick label? I tried it with {{
document.metadata_value_of.supplier }} with supplier being my metadata
field. Unfortunately it takes {{ document.metadata_value_of.supplier }} as
a String.
The reason is that I would like to have the filenames in that way: *YYYY-MM-DD
Invoice Supplier*
Thanks in advance.

[Martin Kinitzki]

Thanks for the answer! Looking forward to the next version. Any rough
estimate on the release cycles?

Post by Roberto Rosario
We've been testing ideas for something like this. Unfortunately it would
only work once the document is uploaded and available in the system. This
is because during the upload wizard the document still doesn't exist and
cannot be referenced by a template variable like {{ document...}}.
Templated quick labels would only work after the document is uploaded by
going to the document properties edit view.
A related feature we are working on right now is allowing the renaming of
a document via workflow actions. This way a document is uploaded and when
the workflow triggers a state (initial or otherwise) the rename action is
executed. In this format a templated label field would have access to all
of the document's properties including metadata values. This is in the
works right now and very possible to be included in the next release
(version 3.1).

Post by Martin Kinitzki
Hey guys,
is there any way to use a document's metadata (I added a metadata field
for suppliers) for renaming documents via quick label? I tried it with {{
document.metadata_value_of.supplier }} with supplier being my metadata
field. Unfortunately it takes {{ document.metadata_value_of.supplier }} as
a String.
The reason is that I would like to have the filenames in that way: *YYYY-MM-DD
Invoice Supplier*
Thanks in advance.

[Roberto Rosario]

Support for renaming a document via the workflow was added.

We added a sample workflow to describe your scenario as it has been
requested a few times. This is what we ended up with:

A workflow of two states and two transitions is need. The first state
renames the document based on a template that has access to the document's
metadata. The renaming of the document triggers a transition to a second
state. The workflow sits idle in this second state until a metadata is
edited. Any metadata update triggers the workflow to transition to the
first state where it is renamed again. This allows the document to be
renamed upon upload and if the metadata changes later on.

Release date is uncertain as there are still 80 items in the shortlist for
this version and we are still working on the SQLite to PostgreSQL database
conversion command (this is one is the top priority for the next version).

Post by Martin Kinitzki
Thanks for the answer! Looking forward to the next version. Any rough
estimate on the release cycles?

Post by Roberto Rosario
We've been testing ideas for something like this. Unfortunately it would
only work once the document is uploaded and available in the system. This
is because during the upload wizard the document still doesn't exist and
cannot be referenced by a template variable like {{ document...}}.
Templated quick labels would only work after the document is uploaded by
going to the document properties edit view.
A related feature we are working on right now is allowing the renaming of
a document via workflow actions. This way a document is uploaded and when
the workflow triggers a state (initial or otherwise) the rename action is
executed. In this format a templated label field would have access to all
of the document's properties including metadata values. This is in the
works right now and very possible to be included in the next release
(version 3.1).

Post by Martin Kinitzki
Hey guys,
is there any way to use a document's metadata (I added a metadata field
for suppliers) for renaming documents via quick label? I tried it with {{
document.metadata_value_of.supplier }} with supplier being my metadata
field. Unfortunately it takes {{ document.metadata_value_of.supplier }} as
a String.
The reason is that I would like to have the filenames in that way: *YYYY-MM-DD
Invoice Supplier*
Thanks in advance.