Copy value from one document to another

  • Last Post 10 October 2018
Kaushik Ganguly posted this 26 September 2018

I have a situation where I have a Quote PDF document and a Purchase Order document.

The Quote PDF uses a general type document definition and the Purchase Order pdf uses invoice type document definition.

Quote Document have two fields Quote Number and PO Number fields…

I need to override Purchase Order  document information by Quote Document information.

I need to know the event where i can copy values from one document to another without opening the documents in verification station.

Can someone help? 

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Ekaterina posted this 08 October 2018


Could you please specify, what field from the "Purchase Order" document (as we understood, it is Invoice-type document definition) you want to override by the value received from another document?

The event handler "After document state changed" could be used for this, as well as custom script stage, placed between Recognition and Verification, but to give you more accurate advice we should know more details.

Kaushik Ganguly posted this 10 October 2018

I created a custom workflow and wrote code to copy values from one document to another.

Ekaterina posted this 10 October 2018

To copy values from one document to another, the best way would be to create a custom script stage of batch-processing type.
If you tried that and have not achieved your goal, at least we need to see your code snippet and the description of the results you actually get.