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Can I name documents automatically using content in the document?

gary.shea I'm New Here Jan 06, 2021

I would like to update the name of a document based on information from a table in the document itself. Example: I have document titled 'SOP-001-v01 Process for doing the thing" and in this document I have a table with Document Type: SOP, Serial number: 001, version number: v01, Document title: Process for doing the thing. I would like the document to automatically update when I update the version number and/or title.

 

Similarly, I would like to have fields in other documents that lookup information from another document. Example: I have a table documenting the current configuration of SOPs and I would like this to automatically look at field Version number (in above example) in a different document to update the version number automatically.

 

Are either of these things possible (natively in Confluence or with an add-on)? I am using Comala Document Management add-on if that is useful.

2 answers

0 votes
Davin Studer Community Leader Jan 06, 2021

You could probably do it with ScriptRunner for Confluence or by using the REST API. However it would need to be scripted. I know of no easy way to do it.

Hi @gary.shea 

We do not currently have this capability in Comala Document Management Cloud (or Server / DC). As @Davin Studer indicates there is no easy way to automatically update the page title.

Perhaps you could explore using Confluence Templates and Page Properties macro with a Page Properties Report to list your SOPs

For your versioning requirements you might want to explore K15t Scroll Documents to see if it fits.  @David Majninger _K15t_ may be able to comment further.

All the best

James

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