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Question

Parsing contract numbers to apply metadata

Workflow
Updated May 26, 2021
asked on May 26, 2021

I'm setting a up a workflow and I want to autofill a field based on a contract number. Our contract numbers are formatted as 1111-222-3333-44 where 222 is reflective of the department. The field has be formatted accordingly in Laserfiche. I've created a SQL table associating the 222 with the appropriate department, but I'm not sure how to get the workflow to look specifically at the 222 (ie digit 5-8) so it can apply the correct department. What should I use to get the workflow to look at these digits? 

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SELECTED ANSWER
replied on May 26, 2021

Cathrine,

There are several ways to make this happen.  Probably the easiest is to use a regular expression in the Token Dialog.  Here is an example that uses regex to parse out the department from the account number example you provided.  You can then use the new department token in a SQL lookup to pull back the department name to assign to a metadata field.

 

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