I’ve been reading messages where I see people are doing this but I cannot figure out how to make it work. I have scanned invoice PDFs that have the invoice# as a barcode. I need to capture that and rename the PDF with the invoice#. My process
Folder capture → Barcode scan (code 39, process by File) → Send to Folder.
In Send to Folder, I go to Filename and then Metadata Location, but it is blank.
Do I need a Create Metadata at the start?
Hi tlucas,
I have an old barcode scan Workflow that I don’t use anymore and I used a Set Job Infos and Variables plugin to capture the scan result from the metadata. Then use that for the output name.
EDIT:
Regardless, using just a send to folder should work too.
Regards,
S
@Sharne thanks for the reply. This is where I’m lost and (uughhh), this sight won’t allow me to upload images so I can show you where I’m at so let me try to explain.
I updated my workflow: Folder capture > Create Metadata (passthrough) > Set Job Infos and Variables (before the Barcode Scan).
I have my %{BarcodeValue} variable on the left, and when I go to Data Selector, the Metadata page is blank.
Do I need a document in the Create Metadata step?
No, you need to load a Metadata file instead.
Tip: To get a sample of the Metadata file, debug your process and step through it until the option Debug > View Metadata gets enabled. This happens when Metadata have been created by a task in the process. Open the Metadata viewer and save the Metadata file to use it as a sample file. Click the Open a metadata file button to open the sample in the Metadata selector.
