Question

Nested calculated fields in Update Word activity.

Workflow

Updated October 3, 2016

asked on September 30, 2016

Hi,

I have been using the very useful "Update Word Activity" in LF10 and it has solved a lot of my customer's document creation requirements to date. However I have been investigating using conditions and formulas and seem to have come across an issue. I'd like to know if this is a limitation of the system at present or if my formula is incorrect.

I have an INCLUDETEXT mergefield in my document which is inside a conditional field. The idea is that i'd like to place content from different files in the document conditionally based on a merge field.

The field I have in my word template is :-

{ IF { MERGEFIELD EmployeeRole = "Something" { INCLUDETEXT "C:\File1.docx" } { INCLUDETEXT "C:\File2.txt" } } }

Which I was hoping would insert File1 into my document if EmployeeRole was equal to "Something" otherwise insert File2.

However the output of the field after processing converts the expression to a conditional field as follows:-

{ IF <EmployeeRoleValue> }

where <EmployeeRoleValue> has been populated by whatever the metadata value for the field is.

I suspect that either the activity cannot handle embedded mergefields or my syntax is incorrect. If the former, could someone from Laserfiche comment if this might be something that would be considered in future release?

thank you,

Ian

0 0

Answer

SELECTED ANSWER

replied on October 3, 2016

We have not tested this functionality. As you've noticed, the file has to be available to the Workflow Server's service user so it can be set when the workflow runs.

Files within the repository cannot be referenced by path in Windows. You'd have to export it and make it available on the Workflow Server (or on a network location available to the service user).

1 0

Replies

replied on October 1, 2016

I have managed to work around this somewhat.

I find that if I use { INCLUDETEXT { MERGEFIELD DocFileName } } and populate DocFileName via the Word Update Activity it will accept it.

I do seem to have to manually open the document and select and update the field though. Once that is done the file is inserted. Therefore I can keep the logic outside the Update Word Activity and populate the relevant filename into the INCLUDETEXT field.

I'm still keen to find out if the embedded field in the IF condition is possible and also if in my workaround the INCLUDETEXT field can be made to automatically update rather than have to do it manually. (I have the "Update automatic links at Open" tickbox ticked in Word)

thanks,

Ian

0 0

replied on October 1, 2016 • Show version history

Further update: If my DocFileName is on the local server disc rather than a shared drive, the { INCLUDETEXT { MERGEFIELD DocFileName } } works fine and inserts the referenced file no problem, so very happy with that.

Two questions remain:-

1) Is the embedded field in the IF condition possible ? (see initial post)

2) Is it possible (without resorting to WebDAV) to reference a file within the repository for the INCLUDETEXT mergefield ?

thanks,

Ian

0 0

SELECTED ANSWER

replied on October 3, 2016

We have not tested this functionality. As you've noticed, the file has to be available to the Workflow Server's service user so it can be set when the workflow runs.

Files within the repository cannot be referenced by path in Windows. You'd have to export it and make it available on the Workflow Server (or on a network location available to the service user).

1 0

replied on October 3, 2016

Thanks Miruna.

0 0

You are not allowed to follow up in this post.

Question

Question

Nested calculated fields in Update Word activity.

Answer

Replies

Sign in to reply to this post.