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Question

Question

retrieve field values from two folders and update documents

asked on March 8, 2019

I have one folder with invoices and another one with purchase orders.  Both invoices and PO's have a PO# assigned. I'd like to be able to take the amount from the invoice and deduct it from the balance on the PO wherever there is a match on the PO#.  

 

I've made several attempts, but it either calculates the balance incorrectly, won't calculate it at all or will only do the first entry found.

 

I need help!

 

Thanks in advance,

Mia 

 

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Answer

SELECTED ANSWER
replied on March 14, 2019

I got it working!  Thought I'd post a screenshot of the functional Workflow.

Thanks,

Mia

Working Flow.png
Working Flow.png (23.03 KB)
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Replies

replied on March 8, 2019

Can you show us a screenshot of what you've got so far?

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replied on March 11, 2019 Show version history

I'm having it search my repository for all documents (including subfolders) in a designated folder. 

Then  I'm having it look at each entry and determine whether it have the "Invoice" template, or in the second conditional sequence, the "Purchase Order" template.

Depending on the template, I'm assigning tokens to store the Invoice Amount and PO# from the Invoice and then the Encumbrance Amount and PO# from the Purchase Order document.

Next, I'm doing a pattern match to see if the Invoice PO# field token matches the Purchase Order PO# field token.

If that pattern match token "is not empty", I'm asking it to calculate a new token for the Encumbrance Balance (a field for this exists in the Purchase Order template).  Then I'm having it assign a new value for that Encumbrance Balance.

 

Currently, the Workflow does run, and it will process the first Purchase Order in the folder, but it doesn't continue on through the rest of them.

Match PO to Invoice.png
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replied on March 13, 2019

In your Search Repository activity, make sure that you have Results to Return set like this.

Also, you can look at the Workflow tab of one of the failed Workflows and see the flow of what actually happened.

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