Question

Pattern Matching Workflow Help

Workflow Pattern Matching and Regular Expressions

Updated March 8, 2016

asked on March 7, 2016 • Show version history

I am trying to create a workflow that takes LAST NAME, FIRST NAME MIDDLE INT in the Last Name field and moves the FIRST NAME into the First Name field and the Last Name into the Last Name field.

I am also trying to move the document to a personnel folder in the repository named LAST NAME, FIRST NAME MIDDLE INT. Looking to find the most effective way to do that.

Thanks for any help! Pete

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replied on March 7, 2016

Are you trying to split the name and move it all in one workflow?

As for splitting the name you could put steps in your workflow to Retrieve the Last Name field value. Create 2 tokens, one for Last Name and one for First Name. Then use the tokens to repopulate the Last and First Name fields. When creating the tokens, fill them both with the value from Last Name and then use Regular Expressions to grab just part of the name.

If you are moving it in the same workflow, you could use the Move Entry activity using the original Retrieve Value in the destination. Start with your root folder for personnel files and add the value as the last part.

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replied on March 8, 2016

Jennifer,

Thank you for the assistance on the Regular Expressions. I created a workflow that worked!

Regards,

Pete

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Pattern Matching Workflow Help

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