Set Field Node
- Stephen Young
- Phil Holtz
- Olivia Miller
- 1 Node Properties
- 2 Operations
- 2.1.1 Ordering Fields
- 2.1.2 Set Value
- 2.1.3 Word Replace
- 2.1.4 Pattern Replace
- 2.2 Square 9 Notation Support
- 2.2.1 Dynamic Pick Lists
- 3 Use Cases
The Set Field node is available in GlobalAction only.
The Set Field node is where data about documents residing in GlobalSearch is made available to the GlobalAction workflow. Any field within the database can be manipulated for the document moving through the process. With proper permissions, users can view and edit the Fields when a document enters a Queue.
Node Properties
Title
A Title is required. A good Title is important because it shows up in the process history and can help with troubleshooting workflow errors. Your Title should be concise and informative.
Description
Provide a Description of your Set Field node. Detail what fields are set and why they have been set, explain any regular expressions used, etc. Description are helpful when revisiting the workflow in the future and by those who did not design the workflow but need to make modifications. The Description will appear in the process history.
Field and Data Type Considerations
Consider the affect of setting values and replacement on Multi-Value fields carefully:
All items in a multi-value field, and all items in the cell of a table field are considered when fields of these types are selected for replacement.
As of 2.2, setting the value in a Multi-Value field will add an item to the field. In previous versions, the new item would replace all items in the field with the single new entry.
If you wish to clear an entire Multi-Value field, set its value to an empty Value.
Operations
Use the Plus ( 
Ordering Fields
It is not uncommon to use multiple replacements on a field in a single node. Keep in mind that replacements operate in the order listed. It's possible that a previous replacement could alter the outcome of subsequent replacements. If you do not think your replacements are working correctly, it's a good idea to test them one at a time. Writing regular expressions, while very powerful, can also be very complicated. When in doubt, simplify the work as much as possible and work in controlled steps.
Set Value
The default behavior of the node is to set a value. As the name implies, with this option, the system will assign the literal value provided to the Index Field selected.
Select a Field from the Set Field drop-down list of Fields. Fields that are not editable will not show in the list of available Fields.
In the Value, enter the value to be added to the field.
Leaving the Value empty will delete any data currently in the field.
Use Square 9 Notation to add available system data or other index field data to the field. Typing a { will display a list of field.
Hard code a value to be set by entering the value. If the selected field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.
Set Only If Empty
Disabled - Any existing data is replaced with the the data in the Value field.
Enabled - Only if the field contains no data will the data from the Value field populate the field. Non-empty fields will retain their data.
If the selected field is a drop down list, ONLY values present in the list should be entered into the Value. If the field is set to a value not in the drop down list, the process will error.
Word Replace
Word Replace allows for a specific piece of text in a field to be replaced with some other piece of text.
Select a Field from the Field drop-down list. Fields that are not editable will not show in the list of available Fields.
Word Match is the value to be found and replaced.
Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.
Hard code a value to be set by entering the value.
The Value represents the data the will be added in replacement of the Word Match data.
Leaving the Value empty will remove the Word Match data.
Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.
Hard code a value to be set by entering the value. If the selected field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.
This can be used to normalize data or clean up common data entry errors.
Word Match is case sensitive, and all occurrences of the Word Match value will be replaced.
Pattern Replace
Similar in function to Word Replace, this allows you to specify a regular expression to match. If the pattern is found in a string, any matching occurrences are replaced with the data in Value.
Select a Field from the Field drop-down. Fields that are not editable will not show in the list of available Process Fields.
Pattern Match is the pattern to be found and replaced. This could be as simple as a comma to find a comma, or a more complex .NET Regular Expression.
The Value represent the data the will be added in replacement of the pattern found.
Leaving the Value empty will remove the Pattern Match data.
Use Square 9 Notation to add available system data or other process field data to the field. Typing a { will display a list of field.
Hard code a value to be set by entering the value. If the selected process field is a list, the Value will behave as a type ahead list displaying any values from the list that match the entered data.
Pattern Replace allows for more granular control over the matching data. If, for example, you want to remove the word Invoice from a field that might extract Invoice Number, using the Word Replace option for "Invoice" might satisfy the requirement. If you are not confident of the case, making the lookup case insensitive with the Pattern Replace option would be a better choice. In that case, the value "(?i)invoice" will perform the work regardless of the case.
Pattern Replace functionality is a core part of GlobalAction. No additional licensing is required to leverage the feature, which is available to all customers on GlobalCapture 2.2 or greater.
Square 9 Notation Support
Square 9 Notation support is available when setting any value. Notations allow you to reference another field's data dynamically. For example, if you wanted to set an "Original Amount" field with an extracted value before a user validates it, you would set the new field to {p_Original Amount}. For a list of available notation options, type a curly brace "{". Notation is supported in all Value fields, in addition to the Word Match field for Word Replacement. Notations are not supported for the Pattern field when performing replacements. Notations can be leveraged as replacement values (set in the Value field).
Dynamic Pick Lists
It's worth noting that Dynamic Pick Lists are available and enforced. When using and setting data from lists of this type, be aware that downstream changes in the lists might negatively impact the capture process.
Use Cases
Using the Set Field node to set the date, using S9 notation
The Set Field is configured to modify the values of the Date field, if its empty, using the S9 notation {TODAY}. This will automatically set the date to the current date and then continue on in the workflow process.
