Question:
How can I find the section count of a document in a Workflow?
Answer:
Some Web Services (DocuSign and ValidatedID, for example) may require you to define the number of sections a Clipped Document has. This information is held in the database but is currently inaccessible via normal methods. Nonetheless, the Platform API can be used to pull this information from any document that runs through the workflow.
How can I find the section count of a document in a Workflow?
Answer:
Some Web Services (DocuSign and ValidatedID, for example) may require you to define the number of sections a Clipped Document has. This information is held in the database but is currently inaccessible via normal methods. Nonetheless, the Platform API can be used to pull this information from any document that runs through the workflow.
- Add a new Web Service step to your Workflow.
- Select the DocuWare Platform API from the Web Service dropdown.
- Click on GET /FileCabinets/{TrayId\FileCabinetId}/Documents/{DocId} from the Endpoint dropdown.
- In the Request tab, manually enter your File Cabinet’s GUID, which can be found within the Administrative information section of the File Cabinet’s Configuration page.
- Set the DocID Parameter to the DocID Index Field to easily pull the ID of the document that’s running through this workflow.
- In the Data Assign tab, we’ll pull the $.SectionCount JSON Path into a Global Variable that can be used by our other Web Service.
- Save and publish your workflow. Once completed, run the clipped document, and the number of sections will be represented as the Result value.
KBA applicable for both Cloud and On-premise Organizations