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Question

Quick Fields - Unable to reset token values

asked on December 9, 2015

I have a session that reads a batch of invoices. Some invoices may be multiple pages, which requires me to use the "Token Accumulator." I am attempting to read the total of the invoice which is always on the last page of the invoice. I have the token accumulator under a conditional in order to validate the Total amount when I OCR a zone. When I attempt to use a regular token, it does not reset for each page or document, but rather overwrites whatever information it retrieves from the previous page/document. There is an option within Quick Fields that allows me to take the first non-blank value from multiple pages, rather than the most recent.

The issue with the Token Accumulator is that when the Zone OCR is not able to read the Total, it will not create the token because it is under the conditional. So when it is time to store the value of the token in  a field, it will set the name of the "Token Accumulator" to the field inside the Template. 

We should have the ability to use a conditional to modify or update the token, much like Workflow. As well, Quick Fields should create the token from the Token Accumulator before assigning a value to it.

Please let me know if there are any work arounds or possible solutions to these issues.

 

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Replies

replied on December 9, 2015

Assign Token Value does allow you to modify tokens. I can't quite tell how you're using Token Accumulator, but it sounds like you're using it in a single value field. Token Accumulator generates a multi-value token. To use it in a single value field, you need to "flatten" it using the Token Editor. You can use functions to remove the duplicates and then display all values as a comma delimited list.

This set up works for me:

 

 

 

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