Want to invoke a workflow only when certain users make a metadata change

replied on April 21, 2020

That looks like it should work. Have you checked the rule evaluation in the Subscriber Trace?

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replied on April 22, 2020

Turns out our users aren't set up in such a way that this would work.

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replied on April 22, 2020

New method.

I want to copy a document to a folder. But I only want to copy it to the folder IF there isn't a document already in there with the same contents of a metadata field (e.g. Metadata field = OBD# --- Look at documents already in folder, if any document has the same OBD# as doc I want to copy, then don't copy it"

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replied on April 22, 2020

Use Search Repository to check if a document with the desired field value exists.

Out of curiosity, what do you mean by " users aren't set up in such a way that this would work"?

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replied on April 22, 2020

Can "Search Repository" look at a field for all documents within a folder? I want it to say "if any one of the documents in this folder has the same field value, don't copy the entry into the folder"

I'm really new to LF so I'm not good at articulating the correct language. I tried in the starting rule to only allow the workflow to start if the Entry change was made by certain users, but it looks like all our users are just under a generic user, rather than each person having a unique username.

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replied on April 22, 2020

You can use Search Repository. To know the right syntax use LF Client Search and execute the search you want to perform. Once your search returns correct result, in search query options also add “Advance Search”. This will give you correct syntax. You can replace static values of syntax with retrieve field value tokens in workflow.

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Want to invoke a workflow only when certain users make a metadata change

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