Question

WORKFLOW REPLICATE ENTRY BASED ON CONDITIONAL DECISION

Workflow How To Laserfiche

Updated December 19, 2017

asked on December 15, 2017

Is it possible to create a conditional decision and then have just those entries replicated and directed to a specific repository folder?

I have a workflow where the conditional decision is working OK, but the replicate entries task is taking ALL entries and not the ones specific to meeting the condition. I do have the replication task embedded into the conditional piece of the flow:

It looks like my condition is working OK. It doesn't appear that there's a way in the Replication task to direct it to just seek the entries that meet the condition:

Here's my entire workflow:

There are 6 entries in the initial folder. Only one should be returned based on the conditional decision and I want a copy of that entry to go to a different ("copy") folder, while the original entry continues onward. When I run this process, all 6 entries go into the "copy" folder, so I end up with 6 entries in the original folder and another 6 in the "copy" folder.

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replied on December 17, 2017

Hey,

Based on what I can see the replication isn't the issue, your workflow logic needs some changes. Currently what it will do is:

1) Grab all entries in the advertising appointment form folder

2) Iterate through that list and assign each as the starting entry(this will result in only the last one being the starting entry)

3) Get Metadata from starting entry(last entry found in lookup)

4) If adviser is set to yes then Replicate all found entries.

5) Launch new workflow.

Basically on each run it will iterate over all entries but only process the last one and if that last one has re-assignment flagged then it will replicate all entries. I'm guessing that's not what you are after

Try changing your logic so its like this

What i'm doing here is retrieving all entries, placing them into a look and processing each one, it checks if the current entry in the loop has re-assignment flagged and if it does it transfers only the current entry over. Some things to note:

1) Make sure your find entries activity has the field you need selected as so(im using last name instead of Re-Assignment)

2) Make sure in the replication task you select only the current entry

I hope this all makes sense. Good luck :)

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replied on December 19, 2017

This worked perfectly, thanks so much for the directions on how to fix the logic!

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replied on December 18, 2017

I can't see the settings for Replicate Entries, but I think the workflow works as designed (and as Aaron explained above).

If you replace Find Entries at the top with a Search Repository that runs a search by path, entry type and "Advisor Change" field equal to "Yes", you'll get only the documents that need to be processed. Then you can just replicate the search results as a whole without the need for any other activities.

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WORKFLOW REPLICATE ENTRY BASED ON CONDITIONAL DECISION

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