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Question

Question

Add field using workflow

asked on May 6, 2014

 I have a template that contains all of my normal fields that I need assoicated with that template.

 

I fill in all the fields in this template based on an OrderNumber field that quickfields populates and when the document is sent to Laserfiche, I pull the reminder metadata in from SQL using that OrderNumber with my Workflow.

 

There are multiple type of documents that are assigned this template. One of the documents types, I need an additional field added to it that I don't want added to it for anyother document type.

 

I also have a field called DocumentType.

 

So long story short.

 

What I want to find out, is in my Workflow is it possible if my "DocumentType" = BOL , I would like it to add a field (BOL_OrderNumber) to that document, then populate it with the data I have stored in a token.

 

Another option if the above is not possible is just to add the field to the template, but only populate it if the "DocumentType" field = BOL.  Is this possible?

 

Thank you.

 

John Schumaker

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Answer

SELECTED ANSWER
replied on May 6, 2014

Hi John,

 

Your workflow can retrieve the value from the Document Type field and check to see if it's "BOL" and if it is, then it will assign the BOL_OrderNumber field to it and set whatever value from your token. Note that the BOL_OrderNumber field will be added as an independent field to the document since it's not part of the template that's already assigned. It'd look something like below

 

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replied on May 6, 2014

Alexander... This worked.  Thank you very much.

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