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Question

Question

Cloud "Retrieve Field Values" Task Not Retrieving

asked on August 15, 2023 Show version history

Working on a relatively simple and highly vexing Workflow Rule in the Cloud Version - the problem is Retrieve Field Values is not doing any retrieving.

 

We have a template, and none of the fields is multi-value.

 

And two Retrieve Field Value Tasks. The first one gets a date from one of three fields, no problem. The condition is, Accounting Date is not empty:

 

The second task is the same, except we are looking for specific fields from one of four templates. Here we are also using (Field) is not empty.

In the test document (above) the field is clearly present, yet the condition thinks otherwise:

 

showing: 

 

 

If we change the condition to:

 

We get:

 

And if we add all of the fields we want to the first task, we don't get any values either. Moreover, if we use a different template for the "Created On" branch, that shows up empty as well.

 

There are no For Each Entry loops - we only act on the starting entry. Is there something incredibly obvious we are overlooking?

 

 

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Answer

SELECTED ANSWER
replied on August 16, 2023

Does ProcessAutomationUser have read rights to the template and its fields?

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Replies

replied on August 16, 2023 Show version history

At the risk of public embarrassment, I was hoping this would fall into the "Overlooking the obvious" category. However, the Process Automation user has full template and field rights. Would there be an error if that user did not?

 

The rule can rename and move the document as well.

 

 

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replied on August 16, 2023

Next I'd throw a Track Tokens after retrieving the field values to verify that I'm reading the right entry and the value does come back empty.

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replied on August 16, 2023

It does look like a permissions issue of some kind, although I'd expect an error on the Retrieve Values task. Looking at the entry ID, it is working on the correct document.

The Retrieve Field Values task mostly shows up empty:

As a test I added an Assign Field Value for the field I want, Item ID, and got a warning, "Access Denied". I'll dig into that. So it's acting like it does not have Read rights, even though it should be OK.

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replied on August 16, 2023

Problem solved - The Process Automation User was a member of the LF Admins group. LF Admins had access to most (but not all) of the fields and also the templates, and did have access to the fields we were trying to retrieve.

That said, this only worked when I granted the Process Automation User explicit, direct access to all fields and all templates involved:

 

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replied on August 16, 2023

D'oh! I missed it in your screenshot above, it actually did say the user did not have rights to see the field data.

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replied on August 16, 2023

Good point - and I missed it too - Thanks for the help, Miruna!

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