Update Document

Definition

This action will be used to update Index Fields on already created Document with information collected from Variables and manually entered Values.

Instructions

Drag and drop the Update Document action from the list on the left into the diagram, under the correspondent “+” icon.

Update Document

Customize the name and description of the action on the Step Properties panel to the right.

Configure

To establish Document Search Condition and Mapping, click on Configure.

Document Search Conditions

To establish the Document Search Conditions, click on the first tab and the + New Condition.

Select the first Data Source of your comparison line

• Document Fields: Fields from the Document
• Index Fields: Document’s metadata fields that can be set up on the Core
• Data Set Variable: This option will only be available if the Action is inside a Loop

Select the correspondent Variable or Field.

Select the type of comparison you want to apply between sources.

The comparison options available on the drop-down list will be subjected to the type of data contained on the first field.

• = : Equal
• <> : Not Equal
• > : Greater Than
• < : Less Than
• >= : Greater Than or Equal
• <= : Less Than or Equal
• Range
• contains
• notcontains
• begins with
• ends with

Select the second source for comparison.

• WF Variable: Variables created inside the Workflow you are working on
• Value: Compare it with a specific value

Select the correspondent Variable or type in the Value.

• You can add more comparison lines by clicking on the + New Condition and remove them by selecting it on the left side of the item and clicking on Remove Condition.  

Operators

When more than one line of comparison is added, they can be separated with operators in order to indicate the server exactly what needs to be searched and compared, as well as in which order.

• And: all comparisons, or sets of comparisons, followed by AND need to be TRUE in order for the query to be TRUE.
• Or: if at least one of the comparisons, or set of comparisons, followed by OR is TRUE, the query will be TRUE.
• Parenthesis: are available in case you need to set priority between the different lines or set of lines. Once you open parenthesis at the beginning of a line, it needs to be closed at the end of the same line or at the end of the group of lines you would like to prioritize.

Map Workflow Variables to Document Fields

To set which sources will update each Index Field, go to the Map Workflow Variables to Document Fields tab and then click on + New Mapping.

Select the Data Source that will fulfill the Index Field.

• WF Variable: Variables created inside the Workflow you are working on
• Value: Compare it with a specific value
• Data Set Variable: This option will only be available when the Action is inside a Loop

Select the Index Field you would like to assign that source to.

Then select the correspondent Variable or type in the Value.

• Each relation will be added on a new line by clicking on + New Mapping.
• Lines can be deleted by selecting the item on the left and then clicking on Remove Mapping.

After both tabs have been completed, click on Save to commit the changes and return to the workflow diagram.