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Question

How to Remove a Single Field From a Document

Workflow
Updated June 30, 2020
asked on February 12, 2016

I have a Forms process that saves documents into the repository. When it does so it assigns a field called email address to the document and also assigns a template.

Once it is in the repository Workflow then processes the document and files it away. Once the document is filed away, I would like the workflow to remove the email address field, but leave the assigned template and it's values in place. How would I do that?

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Answer

SELECTED ANSWER
replied on February 12, 2016

Set the Assign Field Values activity to "keep the current template" and set the field you want to wipe out to blank.

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replied on June 30, 2020

I tried this and the field stays, but the value is then just blank.  How do i retain the template I have but delete a field?

 

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replied on June 30, 2020
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Replies

replied on July 25, 2016

Considering that when you follow Miruna's instructions, is it possible to assign a single field with a blank value? For example, during the workflow process the entry gets an approval step. I want to assign a single field that is used for the approval, but I do not want to pre-populate the fields value because the approver should choose the value. Is that possible?

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replied on July 29, 2016 • Show version history

Blake - 

There's no way to assign a loose field with no value - the way I've always gotten around that is to add a default value to the field - something like "Please Fill", "Please Select" or similar; then have your workflow wait until that field value is changed.

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replied on February 12, 2016

One way i could think of is copying the document and assigning template in seperate step. Once we have the template we could assign each field its value one by one but leave email.

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