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Question

Question

same metadata several documents

asked on January 20, 2016

In my current situation, I need to take several documents and combine them together with versioning.  For instance,  I have 5 documents in the repository with the document names "12345", "12345 (2)", "12345 (3)", "12345 (4)", "12345 (5)".  In my case, the 12345 indicates PO number so all of the PO Numbers metadata are set to 12345.  I want to combine these documents into 1 document with document name "12345" being version 1, document name "12345 (2)", being version 2, etc.

 So in WF, I have found all entries, obtained the PO numbers and now I want to iterate through the list and get rid of all PO numbers except for the first one.  For instance, my next set of documents are "67890", "67890 (2)", etc.....So I want this task to find "12345" and "67890" but get rid of the (2), (3)....

I was using a track token values and then saying for each value do something.......but it was taking my 6 documents for 12345 and saying I had 1 value for each of them.....how do I combine these into a "list" and then get rid of the duplicates?  Hope this makes sense!  Thanks!

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Answer

SELECTED ANSWER
replied on January 27, 2016

Sorry for the late reply.

The workflow would probably depend on when you want to do this: you have a pile of duplicates and want to combine them versus adding each document as it comes in.

Also, are we talking about image documents or electronic documents?

If you have all of them, and assuming Workflow 9.2.1 or higher, you can set the search activity to sort them in alphabetical order so you don't have to worry about them being out of order.

Then as you go through them with For Each Entry, you can check if the name is exactly the same as PO and do nothing. If it's not exactly the same, then move pages into the first one.

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Replies

replied on January 27, 2016

Thank you very much for taking a look at this.  I appreciate the example.  Have a great day!

 

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