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Question

Question

Omit duplicates from report workflow

asked on April 11

I have a use case where a monthly report is sent to some users that searches our repository for documents with certain criteria, namely expiration date, contract number etc.  The search returns all the entries with an expiration date within a certain range.  This works, however I have been asked to see if there is a way to omit duplicate entries based on a field value, namely contract number.  This way, the resulting report will only have one line item per contract number.

 

Tried the following:

Creating a token to list all the contract numbers, retrieving the field values of the current entry, having a conditional decision to see if the combined list contains the contract number of the current entry, if not, it will append it to the list token (indexed with commas) then create a shortcut + URL + append to the report token that was created earlier which is used for the final report.  I ran this, and I see the list token I made, plus the report at the end contained the duplicates still.  Is there another approach I can try?

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Replies

replied on April 11

I'm wondering if it might make sense to add a "For Each Value" to your workflow, using the token that corresponds with your contract numbers as the value. I believe that would help to fix your duplication issue, as it would run for each contract number as opposed to each individual entry.

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replied on April 11

I thought about that also, I suppose I could have the "For Each Value" activity check if the current entry's contract number matches the current value in the list token, then iterate through each value until it either finds a match, or doesn't.  I have to figure out how to only run the other activities ONLY if no matches are found, if any matches are found, then I would not run those activities.  I think that is the part I am lost on.

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replied on April 14

Could you put the duplicate values into a multivalued token or field and then use the "RemoveDuplicates" function in the token editor?

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