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How to delete a non-template field from a document in workflow

posted on October 25, 2024 Show version history

I have vendor scanned documents that have fields in a template and fields that are not in a template.  I'm moving the documents to a folder and populating a standard template using a business process workflow.  The original template fields go away when i assign the new template, but not the non-template fields.  There has got to be a way to do this, right?

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replied on October 29, 2024

Found more information on this issue in Answers, which also contains a more complete coding of the process from Bert Warren.

https://answers.laserfiche.com/questions/163384/Dropping-fields-using-workflow-that-are-not-on-a-template#178884

1 0
replied on October 28, 2024

OK folks.  I just created a script to do it.  I have not used it against a field in a template and would strongly recommend that you never do that.  It does work fine for non-template fields.

 

 

Namespace WorkflowActivity.Scripting.SDKScriptRemoveField
    '''<summary>
    '''Provides one or more methods that can be run when the workflow scripting activity is performed.
    '''</summary>
    Public Class UTL_RemoveField
        Inherits RAScriptClass110
        '''<summary>
        '''This method is run when the activity is performed.
        '''</summary>
        Protected Overrides Sub Execute()
            'Write your code here. The BoundEntryInfo property will access the entry, RASession will get the Repository Access session
            Dim inFieldName As String = GetTokenValue("inFieldName")
            Dim BoundFieldValues As FieldValueCollection = BoundEntryinfo.GetFieldValues()
            BoundFieldValues.Remove(inFieldName)
            BoundEntryInfo.SetFieldValues(BoundFieldValues)
            BoundEntryInfo.Save()
        End Sub
    End Class
End Namespace

 

1 0
replied on October 28, 2024

Why are they using fields that are not assigned to a template?

0 1
replied on October 25, 2024

If you do this using Workflow, there is a checkbox in the Assign Field Values activity to remove fields from unassigned templates.

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replied on October 25, 2024

And the fields in the unassigned template are removed.  But not the fields that are not in a template.  I mean... Huh?  :0

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