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Question

Quick Fields Search OCR for Lookup/Reverse Lookup

Quick Fields
Updated April 25, 2017
asked on April 21, 2017

HIi

Is it possible to only add a Field value in Quick Fields if the value is found on the image?

I'd like pull back a list of values from a database, search the page to see if it contains one of the values and only if it's found - add the lookup value that matched into a Field.

Thanks,

Dom

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Replies

replied on April 25, 2017

The only way I have found to do this so far is in Workflow.

  1. Generate OCR Text when importing the documents (through the Client or Import Agent)
  2. Trigger a Workflow to:
    1. Retrieve the Text
    2. Query the database for the values
    3. Loop For Each Row
    4. If Text contains current value, add value to Field
    5. Move the documents to the monitored Quick Fields folder
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