Miruna,

Not exactly.  I'm taking a page that has multiple transactions ($ amounts) and using QF/ZoneOCR to create multi-field values so that the 1 page has 5 amounts.  Then QF triggers my above workflow, which then takes and makes a copy of the page for each amount listed in the multi-field value (in this case 5 copies) so that each page has 1 amount assigned to it.  I would then like to be able to take the totals of those individuals pages and add them up to assign a "total" to the folder they'll be residing in.  The end user wants to be able to run a report in their accounting software to ensure that the total amount of transactions for that day match the total amount of transactions scanned into Laserfiche...so ensure there were no transactions not scanned in.

Do all those documents end up in the same folder or could they be in different folders?

Miruna, 

Yes, the documents all end up in the same folder due to the date of the Transacton (folders are named by date).

So then wouldn't this be the same as summing up the multi-value field on the original document? Is there more than one document for any given day?

No, because the original document which is 1 document (10 page as for example) is separated into 10 (1) page documents.  So I'd have 10  documents with individual amounts for each transaction and then a total amount on that document.  Once it hits my workflow above, the 10 documents can be transformed into 150 (1) page documents because of creating a copy for each transaction.  I need to be able to show that each individual transaction made it into that folder (which is why I need the total amount assigned to the folder based upon the documents in there).

In that case, I'd write a separate workflow that runs after all the documents have been created. I'd put it on a daily schedule with a start time a few hours later. You'd have to see how long generating all those documents takes.

This workflow would use either Find Entries if the documents are directly in the root of the folder or Search Entries if there's a subfolder structure and get all documents in it. Then use For Each Entry to get the field values on each document and add them to a multi-value token. This way you'd rebuild the list of amounts. Once you've gone through all the documents, sum up the values in the token and set the field value on the folder.
 

Miruna,

I'm having a tough time getting my workflow to do as you suggested above.  Not sure if I'm missing something, but I'm doing a retrieve field values first so that I can use the Date in my search.  I then search the repo to find all the newly created documents.  I then do the For Each Entry and Assign a Multi-Value token (which retrieves the amount from the document).  I then use a Token Calculator to (Sum up the Totals).  I then do a Find Entry to find the folder I want to assign the total to, however, my workflow keeps terminating with the following 

Here is my workflow:

What are the search criteria set to?

For the "Search Repository" my cretieria is as follows:

{[Zone OCR]} & {[Zone OCR]:[Date]>="%(RetrieveFieldValues_Date)"} & {LF:LOOKIN="BNCB\Cash Applications\ACH Batch"}

For the "FInd Entries" it's as follows:

at: \Cash Applications\ACH Batch\%(RetrieveFieldValues_Date)

What is the starting entry for this workflow? In your search criteria, you want to use "equal" not "greater than or equal to" or you'll end up adding up values from multiple days.

It's going to run on a schedule, so the starting entry will be those documents that are residing in the "Date" folder.  I was using the advance search syntax from the client...even if I put in 8/11/2014 to 8/11/2014 it still wants to put in the greater than or equal to because it's a date field.

Workflows that run on a schedule do not have a starting entry. That's why you need the Search Repository activity to find documents to work with.

So you'll want to change the search criteria to:

{[Zone OCR]} & {[Zone OCR]:[Date]="%(Date)"} & {LF:LOOKIN="BNCB\Cash Applications\ACH Batch"}

This way you'll search for just the documents with the current date.

Move the Retrieve Field Values activity inside the For Each Entry loop (before Assign Token Values) and set it to work on the current entry instead of the starting entry.

I'm still lost with what I assign in the Token Calculator (if anything)?  Do I even need to use that activity?