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Question

Question

Workflow for combining documents

asked on August 8

I have many documents in one folder that need to be combined with documents in another that are very similar.  For example: In folder A, one document with entry name 123456 needs to be combined with another document in folder B with 123456 in one of the fields of the metadata (entry name = metadata field entry, they need to be combined).  I'm having issues putting this into workflow.  Any help or guidance would be greatly appreciated.

 

Thanks,

Bill

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Replies

replied on August 8

This workflow outlines your description with sample search syntax.  

  1. Find the original documents
  2. Loop through all of them
  3. Find the related document
  4. Move all the pages in the related document to the original document and delete the now empty document.

 

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replied on August 8

I don't think two search activities are needed. If the document names match the metadata fields exactly, you can do the following:

  1. Find Entries on Folder B (retrieve that metadata field)
  2. For Each Entry in B
    1. Find Entry - (path would be \Folder A\CurrentEntry_MetadataField)
    2. Conditional Sequence (If Find Entry EntryWasFound = true)
      1. Move pages as shown above

 

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replied on August 10

Thank you very much for your help with this.

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replied on August 10

Thank you both, I should say!

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