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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How to delete a non-template field from a document in workflow
posted on October 25, 2024
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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.
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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
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replied on October 28, 2024
Why are they using fields that are not assigned to a template?
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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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