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Question

Update Data based on a document's metadata

Workflow

Updated October 18, 2018

asked on October 18, 2018

I am struggling with an “update data” workflow.

I have a data table with a column called: “User ID”. I have a form that employees have to submit and the User ID metadata field is on those documents.

My goal is to have the workflow find the USER ID’s of the people on the submitted forms (in a repository folder) and match them to the ID’s on the table, then change the row value “Form complete?” on the table from False to True.

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replied on October 18, 2018

What problem are you having exactly?

It sounds like all you need to do is add the "user id" column in the "rows to update" section of the Update Data configuration, then set the value for that column equal to the User Id you get from the metadata.

Then it will only update matching rows.

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Update Data based on a document's metadata

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