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Question

Update Word Doc - Find and Replace

asked on August 30, 2018

I'm trying to do a very basic Update Word Document activity, but I can't seem to figure this out, even after reading the white paper and doing exactly what it says.

All I'm doing is searching a particular folder for a specific word document (Customer Complaint). Once it finds the results, I do a "For Each Entry" with the Update Word doc activity. Within this word doc, I have "fields" I want to replace with metadata. Note that I also tried this with the MergeField Quick Parts and got the same results -- nothing happened. Attached are screenshots of my workflow.

I'm not sure what is going wrong, but I think I followed the instructions. I don't need to attach the document to anything (yet), so I didn't do the create entry/attach document steps.

 

 

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Answer

SELECTED ANSWER
replied on August 30, 2018

It is attached to all of your search entries at once "Output Entries".

Should have thrown an error about this, since it needs just one entry, the current entry of your loop.

Try adding this inside of your loop.

Find Entry (using the Current Entry ID)

Download Electronic Document (using the Find Entry output)

Then attach to the Download Electronic Document activity with your Word Merge Activity.

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Replies

replied on August 31, 2018

It worked! Thank you for breaking that down!

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