Compare two Fields

Purpose:

This workflow card is designed to automate actions by comparing the values of two specified document fields. It enables dynamic decision-making based on field data and ensures workflows execute based on comparisons between different document values.

Components of the Card:

1. Field Name (1)

   • Description: Specifies the first document field to be compared.

   • Detail: This must match the exact label or identifier of the first field within the document.

2. Operator

   • Description: Defines the type of comparison to be performed between the two fields.

   • Options:

     • Equals (=): Checks if the values of the two fields are equal.

     • Not Equals (≠): Ensures the values of the two fields are different.

     • Greater Than (>): Confirms that the value of the first field is greater than the second field.

     • Greater or Equals (≥): Validates that the value of the first field is equal to or greater than the second field.

     • Lesser Than (<): Checks if the value of the first field is less than the second field.

     • Less or Equals (≤): Ensures the value of the first field is less than or equal to the second field.

3. Field Name (2)

   • Description: Specifies the second document field to be compared against the first field.

   • Detail: This should match the exact label or identifier of the second field within the document.

Functionality:

Condition Evaluation: The system evaluates whether the values in the two specified fields satisfy the comparison condition defined by the operator.

Action Execution:

• True Condition: If the values of the two fields match the comparison condition, the system triggers the associated actions. These actions could include updating records or triggering alerts.

• False Condition: If the values of the two fields do not match the specified condition, alternative actions or no actions may be executed, depending on the configuration of the workflows.

Setup and Configuration:

• Users configure the card by selecting the two fields to be compared from a list of available fields in the system. The operator is selected from a dropdown list of available comparison options.

Conclusion:

The "Compare Two Fields" workflow card is an essential tool for comparing data between fields within documents. By automating actions based on field comparisons, this card helps optimize decision-making, supports data validation, and enhances workflow automation.