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Question

Using workflow for automated filing - Part II

asked on January 18, 2016

This new task is somewhat related to another post that I received help with here at LF ANSWERS:  https://answers.laserfiche.com/questions/87602/Using-Workflow-for-Automated-Filing--How-To

I would like to have workflow activate anytime anyone adds a new Roll number to a template field called Roll No. (a multi-value field) and place a shortcut to the starting entry into the Roll number's Land File.  

I have my new workflow working as if it was a single value field.  Works great!  It puts a shortcut to the target document into a specific Roll file perfectly.  When I try adding two additional roll numbers into that same multi-value field, the WF activates again and it just puts all three roll numbers into the first roll number's file.  I want it to put one shortcut in each of the corresponding Roll number files (and not duplicate previous ones).

What do I need to add to make this work?

         

Thx, Connie Prendergast

Flagstaff County, AB  Canada

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Answer

SELECTED ANSWER
replied on January 18, 2016

You're using the Retrieve Fields token in your destination. That's going to always use the first value for multi-value tokens. You want to use the Current Value token from For Each Value so it changes with each iteration.

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replied on January 21, 2016

Thanks, Miruna!  That change worked perfectly!

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Replies

replied on January 21, 2016

Okay, another tweak needed:  I need it to NOT create the shortcut if there's already one in the target folder.  I've added a conditional decision for it to look for the starting entry document name in the target folder, but I'm not sure how to set the conditions.  I want the first branch to look in the file ([Find Entry] has the path in it) and then see if the starting entry name is in there as a shortcut.  If yes, move on to the next instance.  If no, move on to the next branch and create the shortcut.  Here's what I have added: 

But it's still creating an additional shortcut:

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