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Question

Populating repository with check box values from filled PDF

asked on December 16, 2015

I seem to be running into problems getting check box values from a filled PDF to populate template fields in a template (although I did have a look at some of the posts here, most of what I found related to check boxes populating from a form, not from a fillable PDF).

I set a starting rule to say, "Whenever a new document shows up in this folder, populate the template with these values from the form".  Pulling the First Name, Last Name and Employee ID works fine, and pulling the *first* check box value seems to work as well.  However, when I add an additional check box field to pull from the form into a template field, the workflow suddenly says there is a "form mismatch", and instead of pulling the values over, the template fields populate with the token values instead.  I was able to sort of get things working by having two separate Retrieve PDF Forms Content tasks, but the Assign Field Values still doesn't appear to work properly.  I then tried changing the template field to be a list (with True and False as the options), and this appeared to work briefly, but then this stopped working.  Lastly, I tried using the Table option to create a multi-value token, but this wasn't working either (the "pattern...cannot be used to index, because it does not contain subexpressions").  In remote instances when the check box values work properly, they are populating template fields as True or False, and the field in the template is a text field.  

I'm running out of ideas of what to try here, so any suggestions would be greatly appreciated - thanks to all of you, in advance, for your suggestions! cool

Marty Gaffney - Network Technician

Town of Okotoks

@ablfguy

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Replies

replied on December 24, 2015

Hi Marty,

Workflow's "Retrieve PDF Form Content" activity needs a master PDF to use as a reference. When you added a new check box field, you did not update Workflow's master PDF to reflect the change, hence the "form mismatch" error. You can find more information on referenced object in these help files.

Let me know if this helps!

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replied on December 29, 2015 Show version history

Well, I've *kind of* got this working...

1) To see if my theory worked, I changed the name of one group of check boxes to follow a predictable pattern (i.e. group1, group2, group3, group4).

2) Using the Table tab in the Retrieve PDF Field Values function, I created a multi-valued token, using "group(\d+)" as the pattern.

3) I assigned the resulting token value to a field in the template (just a test one at this point).

So I've been able to get over hurdle #1, but now the challenge will be how to convert "True-True-False-False" to something meaningful (as an example)... indecision

I'll probably start a new thread for my next challenge. angel

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