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Question

Question

assign query data to metadata

asked on September 8, 2017

Hi,

This seems like it should be straight forward, but I can't figure it out.  I am trying to assigned metadata from query data.  My users will create a document, and type in first and last name.  if a match is found in the connected database, I want queried middle name to be assigned in the metadata. 

 

When I test the query in the workflow designer it connects successfully and returns rows.  But when the workflow runs on the new document, the middle name isn't assigned.  I have checked the status of the workflow and it says it is completed, but not middle name has been assigned.

 

What am i missing???

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Answer

SELECTED ANSWER
replied on September 8, 2017 Show version history

Hi Amanda,

It looks like you are not passing in your initial values into the query. There should be a Retrieve Field Value activity that gets the first name and last name before your query data activity. Then in your query data, you need to add those fields for querying on. In your first image, the value is blank, it should be the token returned from the Retrieve Field Values. Right now when the workflow is running, it is querying for blank first name and blank last name.

I would also suggest wrapping your assign field values/changes into a conditional sequence that only runs if rows were returned in your query.

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replied on September 8, 2017

Fantastic!  Worked like a charm.  (I'm new at this!!)

 

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