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Auto detect new revision of files that share the same metadata as the 'file name' but have a unique revision reference

This system should be sophisticated enough to discount the unique 'revision' reference, at the end of a filename, to recognise that from the majority of the filename (bar the end 3no. characters - i.e. P01), the file being uploaded share the same information of another document already on the system. Therefore, automatically 'revising' this item. Instead, when using MFU, one must manually move each revised item to the lower 'revised items' section and select which existing item it relates to. This needs to become more automated, surely.

  • Marc Warren
  • Jan 9 2020
Company Bowmer and Kirkland
Job Title / Role BIM Delivery Lead
I need it... Yesterday...Come on already
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  • Mark Boulton commented
    October 26, 2021 15:27

    I've long asked for some means of telling VP to delimit filenames according to a specified character, e.g. "_", beyond which the duplication checking doesn't look. The filenaming convention I've always used is this:

    drawingnumber_rev - title.pdf

    As far as an EDMS is concerned it can trim off everything from _ onwards.

    The dumb thing is that even when the filename IS exactly the same, or when you trim off the extra stuff yourself in the 'Name' edit box and drag it into the 'Revisions of existing items' section, it makes you enter the drawing number AGAIN to specify which drawing it's a revision of, without even assuming the drawing number you're revising is the drawing number in the filename, even when you've trimmed off everything from the _ yourself!

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