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Question

Retrieve field values reverse dollar to a negative.

Laserfiche Workflow Forms

Updated June 24, 2015

asked on June 23, 2015

I use Workflow to retrieve field values and send to our CRM and post a payment. This works beautifully for our deposits. We would like to expand on that and when we right a petty Cash check for a refund to a homeowner for it to post as a negative payment in our CRM. The problem i have is the petty cash check is written for a positive amount, and we would like for it to post in our CRM as a negative.

Is there a way to do this?

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Answer

SELECTED ANSWER

replied on June 23, 2015

You can use the Token Calculator activity to manipulate your check amount after you have retrieved it from the document using the 'Retrieve Field Values' activity. In this screen snip below I retrieved a template field from the document called 'Check Amount' and then in the Token Calculator subtracted that amount from 0. The new token is called 'Debit Amount' and is the negative value of the check amount.

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Replies

replied on June 24, 2015

Worked perfectly. Thanks

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Asked June 23, 2015
Updated June 24, 2015
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