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Question

Workflow -- Retrieve Field Values / Retrieve Document Text

asked on May 7, 2025

Hello, I am working with a workflow that is supposed to grab documents that have been scanned into a folder, OCR the document, assign the field values, rename the document, and then move the document.  I have attached a screenshot of the workflow.  I worked with the user who created this workflow, but I feel like 'Retrieve Field Values' should be second and 'Retrieve Document Text' should be first.  Am I incorrect thinking that?  In the 'Activity Description' for 'Retrieve Field Values' the text says, 'Retrieves template FIN-AP process'.  It looks like this step is pulling the template fields.  I am unsure.  I appreciate any help that's provided!

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Replies

replied on May 7, 2025

Hi Trevor. Neither the 'Retrieve Field Values' nor the 'Retrieve Document Text' updates the entry or its field values, so the order has no effect on their outputs.

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