When using 'Keep Entries' have an option NOT to carry over field which is 'FileName'
When Multiple documents with similar Index data are stored, an option should be available to have the 'File Name' field come from the next document, not carried over from previous one. Would be even better if a selection can be made which fields are carried over and which are not.
Josef
shared this idea
Your idea has been added to our backlog. We are now further investigating the idea.
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Jeff
commented
I demonstrate the Keep Entries feature in almost every single demo when storing documents. In a typical personnel file, we'd normally keep common fields like First Name, Last Name, etc, and those should be brought forward to the next document.
I'll typically additional fields such as Folder, Document type, Document Date, and it keeps the entries from the previous field. You can't replace those index values by simply clicking in the field, or clicking the drop down. You have to click in the field for the X to appear, click the X, and then fill it with the appropriate data.
Put an option in the store dialog configuration screen to "Exclude this field from Keep Entries" so that those fields always show up blank when the new document is being presented to indexing. That way, only the common fields which will not change are brought forward, and then it doesn't require manually clearing out the fields that do need to be changed. This would also help prevent documents being indexed incorrectly should someone forget to clear out a field and simply store the document with the previous documents index information.
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Anonymous commented
You can do that already, just make the docname field a hidden field.
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Ben
commented
We need selective options. Instead of having a one button does all setup, let us instead select which fields to keep entries for when storing.
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Anonymous
commented
If the filename is flagged as the document name, it should update with the document name when using Store All or Keep Entries. And/or if the filename is not visible it should also be updated just like it is when you set a predefined field. Alternatively allow users to predefine the field as the Filename. The option does not come up. Can't believe this is not fixed in DocuWare and people have been asking since 2014 for a solution!
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Anonymous
commented
The filename should always automatically fill in as the document name when the field is flagged as the document name. Been working on this for several hours and can't figure out a way to make this work!
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Matthew Trembly
commented
This is huge, thank you!