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Allow Request From File upload to use document type

All requests are created using the Document Type default. Sites with multiple document types have to manually edit each request created via the Request from File feature to use the correct document type. This can be very time consuming for staff and it would be better to define document type via the upload file.

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AdminKatie Gillespie (Special Collections & Archives Program Manager, Atlas Systems, Inc.) shared this idea  ·   ·  Report…  ·  Admin →

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  • AdminKatie Gillespie (Special Collections & Archives Program Manager, Atlas Systems, Inc.) commented  ·   ·  Report

    Hi Chris and Meghan,

    I looks like this should be possible. You will want to populate the DocumentType field in your spreadsheet with the exact values from the DocumentTypeOptions key in the Customization Manager. So if a document type is Manuscript and you put Manuscript into the DocumentType field in your spreadsheet, it should upload correctly. However, if the document type doesn't not match or is incorrect, it will be set back to default.

    If you are still having issues, please let us know.

    Thanks,
    Katie

  • Chris Schnell commented  ·   ·  Report

    This would add further utility to a highly useful tool and speed up requests for high volume researchers.

  • Meghan commented  ·   ·  Report

    Yes!! This would be lovely

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