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Rules and Actions

hjames82
Champ in-the-making
Champ in-the-making
Please forgive my question but I am new to Alfresco.

I am using the latest version of Alfresco Community on a localhost Windows 7 setup. What I would like to do is scan documents from our vendors where they are shipping us materials. The materials are for different unique projects within our company. With that being said, each document contains a unique identifier for that specific job. For example, one job would be labeled as 1234-A-L and the next might be 9876-C-T.

The goal is to identify the documents that are add to Alfresco by the job number.

Once these are identified what I would like to do is the following:

1. Check to see if a folder exist that is unique to the job number

2a. If a folder does not exist create it and name it the same as the unique job number
2b. If the folder has to be create the file is then transferred to it

3. If the folder does exist, the file matching the job number should be transferred to that folder

Keep in mind, we are also using Auto OCR to process OCR against all files dumped into Alfresco. In addition, we are using CMIS Sync to auto sync folders between Alfresco and Windows.

The workflow is as follows:

1. Documents are scanned
2. The scanner auto-routes these files to the synchronized folder.

I am not sure what to use to detect the job# in the files.

Thank you and if you have any questions please let me know.
All help is appreciated.
1 REPLY 1

romschn
Star Collaborator
Star Collaborator
Setting up an inbound business rule should help here. Also, you need to have a custom action which will take care of the business logic such as folder exists or not, if not create one and place the file accordingly. Execute this action as a part of your business rule action.

Hope this helps.