Question

Workflow counting number of field types

Workflow How To

Updated June 21, 2016

asked on June 21, 2016 • Show version history

Hi,

Scenario is that there are bunch of invoices in a particular folder. workflow runs and sends all of those in the email everyday and moves them to another folder.

each invoice has a metadata field called vendor which is a drop down list of 150-200 vendors.

In my email i would like to mention which vendor has how many invoices. e.g if there are 10 invoices in the folder then

Company 1: 2

company 2: 5

company 3: 3

sometimes there could be just one company or sometimes there may be 10. it is dynamic.

currently i am using find entries -> for each -> retrieve field values.

in the loop i could store all vendors in a multi value token and then I think i might have to use value count function from token editor but how would i know which value count belongs to which vendor.

Any help is greatly appreciated.

Thanks

Junaid Inam

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SELECTED ANSWER

replied on June 21, 2016

your response gives me an idea but i am not sure if it will work.

first i create a unique multi token list of vendors present in the folder using a for loop. then in the second for loop i could use each value as a search criteria to search for all the files with that value and that is how i could have two multi tokens with vendors on left side and their numbers on the right.

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replied on June 21, 2016

When you perform a Find Entries one of the items it tracks is how many it found, so I expect you are performing a loop for each vendor to send the email, in the loop, you could then assign the Find Entry->Results Count into a token to use in your email.

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SELECTED ANSWER

replied on June 21, 2016

your response gives me an idea but i am not sure if it will work.

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replied on June 21, 2016

So they person you are sending this email too with the quantities is not the person receiving the invoices, or am I reading that wrong?

So if a company has 10 invoices, do they get 10 emails? I just asking to understand where the loop is in your workflow.

If this is just for internal communication, you may want to put both the Company Name and Count in the same Multi-Token value unless there is a need to keep them separate, then you only have to deal with 1 Token will all of the information instead of 2. Instead of putting this in the body of a email, you could built up the value and then dump it into a table using the Word Update Feature in 10 to create a document of record that you would then email out.

Lots of options

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replied on June 21, 2016

they only get one email at the end of the day with all of the information crammed into it. the idea for loop is that it creates an html table that is shown in the email.

i am not sure how it could be achieved with single token in one loop.

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Workflow counting number of field types

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