Question

Update Word Document - multiple sources

Workflow

Updated May 10, 2017

asked on April 19, 2017

I am trying to think around this problem - joining two different sources of information into one.

I have a data range search that returns Adjunct Agreement to teach entries and puts them in a table format with Update Word Document action (columns like Name, Course Name, Course Code, Start Date, End Date, and Pay).

There is a query from one of our SQL server that returns whether or not grades have been posted (along with columns like Name, Grades Posted (yes/no), Course Name, Course Code, Start Date).

How do I match the rows created by the Search action with the query data to fill out the correct row with the Grades Posted data?

I know I can probably have another workflow place the Grade information into my Laserfiche entries first which would resolve this issue. But this is my backup option.

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replied on April 19, 2017

It's not really clear to me what type of data you're trying to write to your documents, but I think you'll need to move the query into the For Each Entry loop and add a parameter to match data from the current document. That way it should narrow down the results to just the ones pertaining to the current document.

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View 1 previous reply

replied on April 20, 2017

Sorry for not being clear! That is very helpful Miruna, thank you!

Query is now within the "For Each Entry" activity, and I have added parameters. On test everything works fine and things are being found (even several rows down) but on run those rows aren't populated.

I can get only the first row to populate, the others under default to the merge field code:

Any ideas why this might be?

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replied on April 21, 2017

Can you attach a screenshot of how your Word activity is set up?

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replied on April 21, 2017

The Merge 1 Fields is a simple heading for the document.

The Table adjrpt is the table with most of the information from Search, per row that is functioning correctly.

The Table grades is the table that is not working as it should, from Custom Query. Custom Query test works without issues so I don't think it is the problem.

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replied on May 10, 2017

Hi @████████ any thoughts on this issue? My custom query is supposed to run under each entry (based on a search that returns 19 entries for example) action and return Yes/No depending on the query logic if the grades were posted or not. The problem is that the Word document only gets the first entry for grades.

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replied on April 21, 2017 • Show version history

oops, double post

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Update Word Document - multiple sources

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