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Simply put, dates represent fundamental pieces of document metadata. In this article, we'll look at processing date values with the VB/JScript process component in AutoStore. To illustrate why this can be useful, consider the following scenario. A document needs to be routed to a folder. One of the folders in the destination path is characterized by the year. In the capture form, an entire date value is collected, but only its year is needed for that subfolder. Would we ask the user to input only the year separately? Of course, why should we? We already have the desired date. The year  would just needs to be extracted. Perhaps we already have a mechanism to get what we need. To know for sure, it's important to understand what that date  actually represents. For example: Capture Date Many AutoStore components offer valuable date parts in the Available RRTs list. Their respective values reflect the current date or time. However, not all components provide these RRTs, ...

AutoStore can reformat a date during runtime without a process script by using the Data Filter process component. Every day around the world, millions of people save files with a file name. A task so common, so routine, it's easy to forget that certain characters can be problematic. Here is some additional information on this topic from a Windows perspective: Naming Files, Paths, and Namespaces https://msdn.microsoft.com/en-us/library/aa365247 My  previous post  described how we could create a custom RRT with an AutoStore VB/JScript process script. The scenario began with an AutoCapture date field, its value was formatted as mm/dd/yyyy, and needed to be part of the file name. Those slash (/) characters in the date would not work as-is for the file name. So, the script reformatted the date as yyyy-mm-dd, which is friendly for a Windows file name. In this post, we'll produce that very same result using the Data Filter process component. We'll start with ...

Have you ever needed to dynamically create a custom RRT for an AutoStore process? In my previous post AutoCapture Default Date , I described my very first AutoStore script where the value of an  Invoice Date  field in an AutoCapture Vendor Invoices  form was assigned a default value of the day prior from the current date. This Invoice Date  needs to be part of the file name, however its format contains slash (/) characters that cannot be part of the file name. So, we'll use the AutoStore VB/JScript process component to create a new RRT that's more friendly. To do so, we'll look at how to do the following: Bring the existing Invoice Date  value into the script Reformat the Invoice Date  to a Windows-friendly file name Output the reformatted Invoice Date to a new custom RRT After adding the VB/JScript process component in between the capture component and the Send to Folder route component of the configuration file, we open the AutoCap...

I recall the very first script that I ever created for a workflow with AutoStore. The scenario was for a small but very busy accounting team who needed to scan invoices, and have them delivered to a shared folder that was named Vendor Invoices  in a more organized way. In order to demonstrate how an alternative process could work, I configured an AutoCapture Form with three fields to collect the following: Vendor Name Invoice Number Invoice Date The Vendor Name  value would be used to create the subfolder, and the file name would be comprised of the Invoice Number and Invoice Date  values. The next stop was a demonstration for the client. They were able to see a real improvement to their current process in terms of the time savings for capturing invoices, which were estimated at an average of 40 per day. Paired with the ability to easily locate the document at a later time using a well organized folder structure with consistent file naming, all of it was c...