Store Automatically Currently ignores the settings in the selected store dialog. It should still default values in fields etc.
Personally I think this is a bug. Currently Store Dialog settings like preloaded default values are ignored. If you select multiple documents in a tray and use the Store Automatically the settings of the store dialog are not processed. This causes huge issues if a status field for instance was preloaded to kick off a particular workflow. The user is allowed to do it but the documents get stored without the necessary default index values and the user has no idea the fields were not filled in as they are if they store one at a time with the store button.
Jim Goodwin
shared this idea
Thank you for your idea. We added it to our collection of ideas and features and will further investigate it. We currently cannot say exactly when this idea will be implemented. As soon as we have more information we will update its status.
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PEGS
commented
I tested the "store all with the current index entries" selection AFTER using Preindex on the documents selected in the Document Tray and it seems to work as desired. The documents are originally in a Tray with Intelligent Indexing. Then I select a Store Dialog that is NOT tied to Intelligent Indexing so that it shows the Preindex option. After Preindexing all the documents (only up to 100 at a time) I select Store all with the current index entries and the correct index values are assigned to each individual document. Only 18 thousand invoices to go.