The Extract Document Data action will read data values out of certain documents types


Options


    • Active Document - Check this ON to extract from the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • Other Documents - Check this ON to extract from ALL documents that match the Cat/SubCat/Name or OFF to extract from the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.


    • Find Documents - Specify the Category / SubCategory / Name of the Documents to extract from. The Documents in the active Record are queried and the Documents matching these values will be extracted from.


    • Sheet Name - If the Document is an XLSX or XLSM file then this holds the name of the worksheet to extract from.


    • E-form Table Grouping - If the Document is an E-form and the field being extracted from is a table then you can query out the totals by groups. This is an advanced technique but allows you to do sub totals on data values where the column named has some like values.


    • Update Fields - in this table you specify which in the active Record are to be added/updated and what value to place in them. Based on the type of document you are extracting from the Value Source will be a slightly different syntax.


      • Field to Update - The name of the field in the active Record to add / update.


      • Field Value - Where to find the data in the extract Document. This will depend on the document type but the data you are getting back from the Document is a Data set so you need to refer to it with [ and ] variables.


        • DOCX (Word) Documents - This is the name of the merge field in Word that holds the value. I.e. [NAME].


        • XLSX, XLSM or CSV (Excel) Documents - DO NOT use [ and ] for Excel sheets. This can be one of the following:
          • CellName will return the value of the cell in the sheet specified above. Example: "A1" will return the upper-left cell value.
          • SheetName!CellName will return the value in the sheet specified with SheetName. Example: "Sheet1!A1" will return the upper-left cell value of the sheet named "Sheet1"
          • CellRange will return the values of the range of cells in the sheet specified above with delimiters. 
            • Example 1: "A1:A3" will return the 3 upper-left cell values separated by ^ - "This^Is^Cool"
            • Example 2: "A1:B3" will return the 3 upper-left cell values from the first 2 lines separated by ^ for the columns and ~ for the lines - "This^Is^Cool~Don't^You^Thknk?"
          • SheetName!CellRange will return the values of the range of cells in the sheet specified with SheetName. 
            • Example 1: "Sheet1!A1:A3" will return the 3 upper-left cell values of Sheet1 separated by ^ - "This^Is^Cool"
            • Example 2: "Sheet1!A1:B3" will return the 3 upper-left cell values of Sheet1from the first 2 lines separated by ^ for the columns and ~ for the lines - "This^Is^Cool~Don't^You^Thknk?"


        • PDF Documents - This is the name of the field in the PDF that holds the value. I.e. [NAME].


        • E-form - This can be one of the following:
          • The name of the field in the E-form that holds the value for standard (non-table) fields or to get the lower-right calculated value of the table (total)
          • For tables
            • The data named TableName^ColumnName with Line Number > 0 returns the value in the named table's column. The line number of the value will be set to the line number from the table.
            • The data named TableName^ColumnName with Line Number = 0 returns the value in the named table's column calculation as defined in the table.
            • The data named TableName^ColumnName^Count returns the COUNT of the items in that column (typically just the count of lines in the table)
            • The data named TableName^ColumnName^Sum returns the SUM of the items in that column
            • The data named TableName^ColumnName^Avg returns the AVERAGE of the items in that column
            • The data named TableName^ColumnName^Min returns the MINIMUM of the items in that column
            • The data named TableName^ColumnName^Max returns the MAXIMUM of the items in that column
            • If you also specified a column to group by then you will have other values available:
              • The data named TableName^ColumnName^GroupingValue returns the value in the named table's column calculation as defined in the table but grouped by the values in the named column
              • The data named TableName^ColumnName^GroupingValue^Count returns the COUNT of the items in that column's group (typically just the count of lines in that grouping) 
              • The data named TableName^ColumnName^GroupingValue^Sum returns the SUM of the items in that column's group
              • The data named TableName^ColumnName^GroupingValue^Avg returns the AVERAGE of the items in that column's group
              • The data named TableName^ColumnName^GroupingValue^Min returns the MINIMUM of the items in that column's group
              • The data named TableName^ColumnName^GroupingValue^Max returns the MAXIMUM of the items in that column's group



      • Line Number - If updating line items in the active Record then specify the line number to update. Leave empty or 0 to update normal (header) values.




All fields can contain static values or variables.