Question

retrieve field values from two folders

Workflow How To

Updated November 20, 2018

asked on November 20, 2018 • Show version history

I would like to query two different folders (invoices an PO's), retrieve their field values and then compare them for a match (on PO#). If it finds a match, I want to calculate a new encumbered balance in the PO to reflect the encumbrance of the PO less the amount paid on the invoice. Unfortunately, when I created my workflow, it is not retrieving the values from the PO folder. Can anyone help me figure out what I've done wrong?

Specifically, right here...I can see that it is picking up something incorrectly. It isn't seeing anything in the encumbrance field (it contains $5000), the amount in encumbered balance is incorrect (it is $5000 on the actual document, not -600), but it IS seeing the PO# correctly.

Thanks in advance!

Mia

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replied on November 20, 2018

An "incorrect" value from Retrieve Field Values From PO suggests that activity is pointing at a different entryID than you think it is. Try it with a static value to see if you can replicate the results.

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replied on November 20, 2018 • Show version history

The "Retrieve Field Values From PO" retrieve values from a "Find Entries" activity so from multiple Entries.

If you want to retrieve the values from a specific entry, use "Find Entry" cause you're currently probably retrieving the value of the first result or something like that.

Or if you want to retrieve the values from each entries found with "Find Entries" use a "For each entry" loop like above in your Workflow.

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replied on November 20, 2018

Yes, you have multiple entries. Are the other entries retrieving the expected values?

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retrieve field values from two folders

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