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Question

Question

Use Workflow to Calculate the total of multiple entries in Repo

asked on December 19, 2017

Hi all.

I am currently working on an internal process.

The process is simple: Drop a PDF into a hot folder, which then creates an XML version of that PDF.

The PDF is an Invoice which is for the month of October. It has static values which I use to decide which of my values are Matches and Mismatches, also which are and are not in SQL. - Merely to keep the data live.

After running my Workflow, I have quite the amount of entries in my Repo.

Matches - which are Service ID's and Sub Totals that are the same from October to November.

Mismatches - Which have different ID's/Sub Totals.

Not in SQL - Which is obviously data that is not present in SQL.

All I want to do is add functionality to my Workflow that counts the sub total of my Sub Total field value.

Around 60 entries with Currency values that all differ. I want all 60 entries field value "Sub Total" counted together which then gives me the grand Sub Total of all my matches/mismatches.

I would greatly appreciate some help with this.

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Answer

SELECTED ANSWER
replied on December 19, 2017 Show version history

You can create a multi-value token that contains a list of all of the (in your example) 60 subtotals. Start by creating the multi-value token, e.g. Subtotal List. Then use a For Each Entry activity in combination with Retrieve Field Value & Assign Token Values activities to append each entry's subtotal to the list. Then use the sum function in a Token Calculator activity, e.g. SUM(%(Subtotal List)), to calculate the grand subtotal.

 

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Replies

replied on December 19, 2017

Hi,

First of all thank you for the reply.

I tried your method and I am not familiar with tokens whatsoever.

I cannot get this to work but this is perfect.

I will keep attempting to build the workflow until it works.

Thanks.

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