1. CC302: Advanced Quick Fields Evelyn Crofts, Laserfiche, Project Manager

2. Audience Intermediate to advanced users of Quick Fields “Pattern matching” doesn’t scare you

3. Agenda Interface Optimizations for Power Users Scan Sources Lookup Wizardry Scripting Basics Quick Fields Agent Overview

4. Interface optimizations for power users • Metadata customization • Verification • Zoom Fields • Find document pane • Profiles

5. Scenario Court claim documents QA plaintiff and defendant info High volume

6. Metadata customization Hide Move Require Constrain

7. Metadata customization Hide Move Require Constrain

8. Zoom Fields Easy input Fast data verification

9. More than just constraints Field verification Ensure records match

10. Find Document Pane Easy to find repeated errors Facilitate large batches

11. Profiles Quickly apply post-processing

12. Lookup Wizardry

13. Lookup vs. Field Lookup Lookup Process-time Process token as input Process token as output Field Lookup Anytime Field value as input Field value as output

14. Custom Query: Setup Parameterized input Column name output Flexible and powerful Stored procedures SQL tricks Parameter defines where input goes Token for input

15. Custom Query: Setup Column name output Process Lookup: %(LookupName_ColumnName) Ex: %(JudgeLookup_Judge Name) Field Lookup: %(Column.ColumnName) Ex: %(Column.Judge Name)

17. Demo

19. Custom Query + Pattern Matching (custom query) Build a new value to return: 1234 Gotham City 1/1/1987,3890 Cat Woman 3/3/1999 (Pattern Matching) then break it into pieces 1234 Gotham City 1/1/1987 3890 Cat Woman 3/3/1999

20. Pattern Matching Configuration Return all matches (as multi-valued token)

21. Pattern Matching Configuration Return all matches (as multi-valued token) Pattern Not delimiter [^,]* Result 1:Peter Result 2:Paul Result 3:Mary Peter,Paul,Mary Peter,Paul,Mary Peter,Paul,Mary Peter,Paul,Mary

22. Scripting Basics

23. Scripting Infinite extensibility Crazy lookups Custom prompts for scanner operators Adding LFSO calls at document storage time Kicking off Workflows

25. Scan Sources

26. Tips and Tricks Universal Capture Custom filter Scan queue How does scanning actually work?

27. Laserfiche Capture Engine (LFCE) Scan from Laserfiche Basic Search

28. Laserfiche Capture Engine

29. Key point Quick Fields is outside Laserfiche LFCE makes new documents

30. Quick Fields Agent

31. Advantages of Agent Run on a schedule Scan from Laserfiche or Windows directory Set it and forget it Run multiple sessions simultaneously

32. Resources

33. Additional Resources Information Center - Elite: 7:30am-5:30pm Forums White Papers Customizing the Quick Fields 8 Interface Pattern Matching and Token Formatting in Quick Fields 8 Extending Quick Fields 8: Scripting Classes: - CC304: Scripting in Quick Fields - CC202: Capture Workflow Capture Workflow CPP

34. Questions?