vLookup ID – Word Files

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    • #21985

      Hi,

      I just came across a weird behaviour. I have set up vlookup with uploading documents. I also allow to add folders and then documents in the folders.

      The standard behaviour should be that the folder has the vlookup ID of the parrent and when i add a document in the folder it should not get the vlookup ID. This works with PDF Files but I wonder why this does not work with Word Files.

      My word files do get a vlookup ID but the next weird issue is sometimes it is the ID of the parrent item and sometimes not… Meaning sometimes the file appears twice in the item (Folder and item) and sometimes not.

      Do you know what I mean?

      see screenshot attached.

      many thanks.
      Christoph

    • #22014
      Alexander Bautz
      Keymaster

        Hi,
        Can you show me the configuration for the Prefill values in child for the Add new item and Add new folder?

        Alexander

      • #22613
        Jeff Lynch
        Participant

          I would like to be able to add a folder or subfolder and then automatically upload to that folder, or choose a subfolder.
          When i leave the upload to this folder field blank i do not get a choice of folders as the help icon indicates. how can this be achieved?

        • #22625
          Alexander Bautz
          Keymaster

            Can you attach a screenshot or two so I’m sure I understand exactly what you mean?

            You can also email them to me if you don’t want to add them here.

            Alexander

          • #23109

            Hi.

            I am sorry for the late reply I am quite busy in the last time :(.

            Following is the export of the configuration and as well a screenshot of the prefilled values.

            {"noteToSelf":"","listName":"Uncontrolled Mgmt. Document","listBaseUrl":"/sites/intranet/oac","query":{"fin1":"_vLookupParentID","type1":"Text","value1":"[currentItem:_vLookupID]","fin2":"","type2":"Text","value2":"","fullCAML":"","AndOr":"","operator1":"Eq","operator2":"Eq","orderBy":"ID:false","rowLimit":""},"childTableHeight":"","viewFields":[{"fin":"DocIcon","settings":"","disp":{"default":"Doc Type"},"colWidth":"80","colWidthOperator":"px"},{"fin":"Title","settings":"","disp":{"default":"Title"},"colWidth":"300","colWidthOperator":"px"},{"fin":"FileLeafRef","settings":"","disp":{"default":"File Name"},"colWidth":"300","colWidthOperator":"px"},{"fin":"_UIVersionString","settings":"","disp":{"default":"Version"},"colWidth":"100","colWidthOperator":"px"},{"fin":"ID","settings":"%7B%22function%22%3A%22versionHistoryuncondoc%22%7D","disp":{"default":"Version History"},"colWidth":"100","colWidthOperator":"px"}],"action":"concat","action_groupBy":"","action_groupByHeaderStyle":"","action_groupByExpanded":false,"action_groupByPrefix":{"default":""},"showTotals":false,"showGrandTotals":false,"grandTotalLabel":{"default":""},"openInDlg":true,"disable":false,"refreshAllOnCallback":false,"viewItemLinkIn":{"newform":false,"disp":false,"edit":false,"view":false},"editItemLinkIn":{"newform":false,"disp":false,"edit":true,"view":false},"hideLabelInForm":true,"label":{},"moreItemsLabel":{"default":""},"noItemsLabel":{"default":"No Document Found"},"addNew":true,"addToFolder":"","newItemInDlg":false,"addNewDlgOpt":{"width":"","height":"","x":"","y":"","allowMaximize":true,"showMaximized":false,"showClose":true,"autoSize":true},"addNewLabel":{"default":"Upload Document"},"addNewIn":{"new":true,"disp":false,"edit":true,"view":false},"addNewFolder":true,"addNewFolderLabel":{"default":"Add Folder"},"uploadToFolderLabel":{"default":""},"openFolderLabel":{"default":""},"addNewFolderIn":{"disp":false,"new":true,"edit":true},"uploadToFolder":true,"openFolder":true,"inUrl":[{"from":"_vLookupID","to":"_vLookupParentID","hide":true}],"folderMetadata":[{"from":"_vLookupID","to":"_vLookupParentID"}],"configId":"2","configListUrlName":"uncontrolleddocs"}

            I still have some weird things going on. I have now as well sometimes the problem PDFs getting uploaded into the folder and to the main item. I guess this has also to do with the vlookupID

          • #23160
            Alexander Bautz
            Keymaster

              Hi,
              The value in the field vLookupID is automatically added to the field when editing the metadata of a list item or a document if it hasn’t already been added. The connection between the parent and child list items / documents / folders is made by writing the current items vLookupID to the child items vLookupParentID field. The child item will also get a value in the field vLookupID IF you have added this field to the list / library, but it is not used in the child list.

              If you have both folders and files that has the vLookupID filled, the file will show both as a file outside the folder, and also inside the folder when you expand its contents.

              If you only add documents to folders that has the vLookupParentID filled, you don’t need to pass the vLookupID to vLookupParentID in the Prefill values in child setting.

              Alexander

            • #23175

              HI Alexander,

              ok, if I understand it correct it is in this case not possible to use the “Upload Document” button to the list item and then chosing the folder within the list item as this will upload the document into the folder but it appears as well on the item level.

              If I want a document just to appear in the folder I need to upload it using the little button next to the folder.

              correct?

              many thanks.
              Christoph

            • #23188
              Alexander Bautz
              Keymaster

                You can still use the upload documents button, but you must remove the vLookupID > vLookupParentID in the “Prefill values in child” and instruct your uses to upload the files in one of the folders created by the “Add new folder”.

                Alexander

              • #23190

                Hi Alexander,

                this is what I tried but when I remove the vLookupID and I add an folder. The folder will not be connected with the list item. It will be created but opviously the vLookupID is missing as this does not get added automatically.

                thanks.
                Christoph

              • #23198
                Alexander Bautz
                Keymaster

                  If you look at the screenshot you added on December 13 you should remove the _vLookupID > _vLookupParentID from the Prefill values in child section, but keep the same configuration in the Folder metadata section.

                  Alexander

                • #23227

                  Hi Alexander,

                  but this means I can either upload folders and afterwards files into folders or files onto the root item and not in folders…

                  BUT… we do have files on the root item and folders with items in it.

                  many thanks,
                  Christoph

                • #23240
                  Alexander Bautz
                  Keymaster

                    OK, I see. Unfortunately the current version will find the files two times if you have them in folders that have the _vLookupParentID filled and the files themselves also have this metadata.

                    The reason for this is that the initial query finds all files and folders with this metadata, and when you click on a folder, it searches again for all files within this folder.

                    I might be able to fix this in a future release, but I don’t currently have a fix for this.

                    Alexander

                  • #23267

                    Hi Alexander,

                    thank you very much for your efforts in trying to solve this issue. Looking forward to the solution.

                    many thanks and merry christmas.
                    Christoph

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