Veröffentlicht Wed, 05 Jan 2022 22:30:11 GMT von Casey Miller Director of Technical Services
Hello All, have an interesting configuration I am trying to figure out. We have a workflow that runs on new documents stored and checks to see if its a duplicate. If it is then it puts the new document in a list for potential duplicate. However, I have a client that wants to do this but show the older document in the list and not the new document. How would I go about this? essentially want to do the same thing but show the old document in the list for deletion and not the new document stored. 

Its basically just an updated document. Would I be better off using Autoindex to do this? Once stored, run an auto index on the cabinet and search for the matching criteria then change the match it found status field? 
Veröffentlicht Wed, 05 Jan 2022 22:41:53 GMT von Jon Weston File IT Solutions Sr Application Developer and RIM specialist
Hi Casey, this is definitely doable with workflow.  You're probably putting the new document in the list by updating an index field, right?  Well, to switch it around, you'd just need to use an Assign Data to update the index field on the existing document instead of the one in the workflow.  To do that you pick "File Cabinet" in the 'Destination type' column of the Assign Data and then in the 'Field/Variable' column you use the statement-builder to identify the existing document (maybe you grabbed it's DocId in the step where you looked for a duplicate?), and then you proceed from there by updating it to your fixed entry. 

That should hopefully get you started - let me know if I've confused things more or it's not working for some reason.
Veröffentlicht Thu, 06 Jan 2022 14:42:45 GMT von Casey Miller Director of Technical Services

Jon, thank you! That worked perfectly! I basically already had 90% already done by the previous workflow when finding the duplicate. Added the file cabinet search for the original document on the end. I have added a document to the post that shows the workflow and how it was setup. Works as expected and finds the duplicate when a document is stored based on the sales order number. If it finds the duplicate and matches it will change the status of the original document and keep the new updated document. 

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