08-14-2015 05:53 AM
I would like to use workflow to move approximately 8,000 documents from one type to another. I can identify the documents based on the Tax ID # keyword on them. I have used workflow in the past to move documents, but in that case was able to identify the docs to be moved based on a keyword range (i.e. Acct # between 1 - 1000). In this case I have a list of the 8,000 Tax ID #'s I want to compare documents against to identify those that should be moved. Is there a way to use the "compare to" criteria to compare against an external list? Thank you in advance for input/suggestions.
08-19-2015 08:58 AM
Have you tried creating a custom query, where you join against this external table\list? The query should only return the onbase records you want. Then you could highlight all, or maybe 1000 at a time and execute workflow... I haven't tried this, but theoretically it seems like it should be possible...
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