Hello,
I have a customer with a workflow process involving invoices and purchase orders. Both templates have a multi value field group that contain GL numbers. When a PO number is added to the invoice metadata, Laserfiche looks for a PO in the repository with that same PO number and if it finds a match, it copies the GL information (multi value field group) to the invoice (multi value field group).
However, this sometimes leads to GL codes being duplicated on the invoice. For example, if the invoice already has at least one GL code assigned to it, it's possible that the PO contains the same GL code, and when it's copied to the invoice, now there's 2 field groups with the same GL code.
Is there a way workflow can compare what's on the invoice with what's on the PO and omit GLs on the PO from being copied to the invoice if they already exist on the invoice?
Thanks!
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Question
Workflow - compare multi value field groups between documents?
asked on October 15, 2024
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replied on October 16, 2024
What I ended up doing was flattening the multi-value token from the invoice into a single value that separates the GL codes with a semicolon. Then, for each PO number on the PO number, I use a conditional sequence to check if the current PO number is contained within the flattened token. If it isn't, I append that PO number to the invoice, which creates a new multi-value field group. Otherwise it's ignored. It seems to be doing what I want.
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