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Question

Workflow -- Retrieve Field Values / Retrieve Document Text

asked on May 7

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

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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