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Question

Can Workflow be made to find text on a document and delete only the pages with that text?

Workflow Version 10
Updated March 20, 2019
asked on March 19, 2019

Can Workflow be made to find text on a document and delete only the pages with that text?

Example:  We have Journal Entry records each month that are scanned in with all the supporting pages and I'm noticing that some of the pages are just the backs of forms that are just repetitive FAQ's offered by vendors.  I have a workflow already adding a security tag to these documents and I'm wondering if I can also have it remove the FAQ's pages by identifying them by the text on them.

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Answer

SELECTED ANSWER
replied on March 20, 2019

Retrieve Document Text gives you a multi value token, you will do the pattern matching within a For Each Value loop.  Moving the pages is tricky because the Move Pages activity does not support tokens to target a specific page in a document.  You will have to work around it by always moving the first page either to a keeper document or a trash document as you evaluate each page of the original text.  It would look something like this.

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Replies

replied on March 19, 2019

Yes.  Workflow can retrieve document text as a multi value token per page.  Use For Each Value to iterate through the multi value text token, pattern matching the current value to to find the trash pages.

I don't think you can delete a page directly.  Instead when you get a match move that page to a new document.  At the end of your workflow delete the new document with the trash pages.

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replied on March 20, 2019

Thanks, Erik!  I've set up the multi value token now, however, I can't seem to figure out how to get the WF to look for the text.  The Retrieve document text activity doesn't have a place for me to enter what words to look for.  How would you set this up?

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SELECTED ANSWER
replied on March 20, 2019

Retrieve Document Text gives you a multi value token, you will do the pattern matching within a For Each Value loop.  Moving the pages is tricky because the Move Pages activity does not support tokens to target a specific page in a document.  You will have to work around it by always moving the first page either to a keeper document or a trash document as you evaluate each page of the original text.  It would look something like this.

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replied on March 20, 2019

Thanks, Erik!

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