Script for automation - Set unique document name based on metadata

Each time a new document is uploaded, the script sets a unique document name based in metadata values.  

Note

• Property okp:data.id stores a unique auto incremental value.
• Property okp:data.project.code stores a project code value.
• Property okp:data.customer stores a customer code.
• Property okp:data.description stores a document description.
• When a new document is uploaded the user must fill all the fields except okp:data.id which is automatically set by OpenKM.
• When Metadata group is changed - event triggered- is executed automation code which generates okp:data.id and renames the document based on mask projectCode-autonumericId-clientCode-description.documentExtension.

Metadata group definition:

<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE property-groups PUBLIC "-//OpenKM//DTD Property Groups 2.1//EN"
"http://www.openkm.com/dtd/property-groups-2.1.dtd">
<property-groups>
    <property-group label="Datos" name="okg:data">
        <input label="Id" type="text" name="okp:data.id" width="200px" readonly="true"/>
        <input label="Project code" type="text" name="okp:data.project.code" width="200px">
            <validator type="req"/>
            <validator type="num"/>
            <validator type="maxlen" parameter="6"/>
            <validator type="minlen" parameter="6"/>
        </input>
        <select label="Customer" name="okp:data.customer" type="simple" table="customer"
                optionsQuery="select $cus_id, $cus_nombre from DatabaseMetadataValue dmv where dmv.table='customer'">
            <validator type="req"/>
        </select>
        <input label="Description" type="text" name="okp:data.description" width="200px">
            <validator type="req"/>
            <validator type="maxlen" parameter="150"/>
        </input>
  </property-group>
</property-groups>

Database metadata definition:

-- metadata type
DELETE FROM OKM_DB_METADATA_TYPE WHERE DMT_TABLE='customer';
INSERT INTO OKM_DB_METADATA_TYPE (DMT_TABLE, DMT_REAL_COLUMN, DMT_TYPE, DMT_VIRTUAL_COLUMN) VALUES ('customer', 'col00', 'integer', 'cus_id');
INSERT INTO OKM_DB_METADATA_TYPE (DMT_TABLE, DMT_REAL_COLUMN, DMT_TYPE, DMT_VIRTUAL_COLUMN) VALUES ('customer', 'col01', 'text', 'cus_nombre');

-- values
DELETE FROM OKM_DB_METADATA_VALUE WHERE DMV_TABLE='customer';
INSERT INTO OKM_DB_METADATA_VALUE (DMV_TABLE, DMV_COL00, DMV_COL01) VALUES ('customer', '0001','Customer 1');
INSERT INTO OKM_DB_METADATA_VALUE (DMV_TABLE, DMV_COL00, DMV_COL01) VALUES ('customer', '0002','Customer 2');

The script:

import com.openkm.api.OKMPropertyGroup;
import com.openkm.api.OKMRepository;
import java.util.*;
import com.openkm.dao.DatabaseMetadataDAO;
import com.openkm.api.OKMPropertyGroup;
import com.openkm.bean.form.FormElement;
import com.openkm.bean.form.Input;
import com.openkm.bean.form.Select;
import com.openkm.bean.form.Option;
import com.openkm.util.PathUtils;
import com.openkm.util.FileUtils;
import com.openkm.api.OKMDocument;

String grpName = "okg:data";
String table = "autonumber";
String sequenceName = "doc_id";
String path = OKMRepository.getInstance().getNodePath(null,uuid);

// Evaluate if already has property group
boolean add = true;
String prjCode = "";
String clientCode = "";
String docId = "";
String desc = "";
for (FormElement formElement : OKMPropertyGroup.getInstance().getProperties(null, path, grpName)) {
    if (formElement.getName().equals("okp:data.id")) {
        docId = ((Input) formElement).getValue();
        add = docId.equals("");
    } else if (formElement.getName().equals("okp:data.project.code")) {
        prjCode = ((Input) formElement).getValue();
    } else if (formElement.getName().equals("okp:data.description")) {
        desc = ((Input) formElement).getValue();
    } else if (formElement.getName().equals("okp:data.customer")) {
        for (Option option: ((Select) formElement).getOptions()) {
            if (option.isSelected()) {
                clientCode = option.getValue();
            }
        }
    }
}

// Setting properties
if (add) {
    // add unique document id
    docId = String.valueOf(DatabaseMetadataDAO.getNextSequenceValue(table, sequenceName));
    switch (docId.length()) {
        case 1:
            docId = "0000" + docId;
            break;
        case 2:
            docId = "000" + docId;
            break;
        case 3:
            docId = "00" + docId;
            break;
        case 4:
            docId = "0" + docId;
            break;
    }
    Map map = new HashMap();
    map.put("okp:data.id",docId);
    OKMPropertyGroup.getInstance().setPropertiesSimple(null, path, grpName, map);
}

// rename document
String newName = prjCode + "-" + docId + "-" + clientCode + "-" + desc + "." + FileUtils.getFileExtension(PathUtils.getName(path));
OKMDocument.getInstance().rename(null, path, newName);

Images

Register metadata group

Register automation rule

Create automation task to show property group in document wizard:

Create automation task based on property_group_set event:

Results

Upload a new file:

Automatically the document is created based on metadata fields values: