Question

Using a Multi-value field to search for missing document types by their field values in a specific folder.

Workflow

Updated March 2, 2016

asked on February 26, 2016

I'm trying to develop a workflow that would search in a given folder for missing document types (entry field value) by comparing to a multi-value field (document type list) as a means to determine which are not present. I then need to assign the values of the missing document types to a token that includes the path they are missing from.

Currently I am trying to use a conditional sequence to do the comparison but am finding it difficult to obtain the non-matching (missing types) list items as a token to be output. I'm also wondering if all values of the Multi-value field can search against the target folder's document field contents in one pass or requires creating individual values ( indexed) that are cycled for as many as there are values in the list field.

Any suggestions would be much appreciated.

Thanks,

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Answer

SELECTED ANSWER

replied on March 2, 2016 • Show version history

Hi Todd,

One way of achieving this is to create a multi-value token with all document types. Then, for each document type present in your target folder, remove that type from the list. What remains will be the missing documents. Here is an example workflow:

Here are screen shots of the activities' properties:

Assign Token Values:

Find Entries:

Assign Token Values 2:

The "Docs Missing" token will now contain only the document types that are not in the target folder.

Let me know if this works for you!

Edit: In the "Assign Token Values 2" activity, I used the "Docs Missing" token, and then alter it with the Token Editor (using the "Remove" function, with the current entry's "Document" field as the removed value).

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replied on March 2, 2016

Thanks very much for the great idea so well detailed Alexander.

I'll give this a try.

Thanks,

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Using a Multi-value field to search for missing document types by their field values in a specific folder.

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