Docfield is

Purpose:

This workflow card is designed to automate actions by comparing a specified document field's value with a reference value or condition. It ensures dynamic and accurate decision-making in workflows based on document data validation.

Components of the Card:

1. Field Name

   • Description: Specifies the name of the document field to be evaluated.

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

2. Operators

   • Description: Defines the type of comparison to be performed between the field value and the reference value.

   • Options:

     • Equals (=): Checks if the field value matches the reference value.

     • Not Equals (≠): Ensures the field value differs from the reference value.

     • Greater Than (>): Confirms the field value is greater than the reference value.

     • Greater or Equals (≥): Validates the field value is equal to or greater than the reference value.

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

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

Functionality:

• Condition Evaluation: The system checks whether the document field's value, in relation to its associated column, satisfies the comparison condition specified by the operator and reference value.

• Action Execution:

  • True Condition: If the document field's value meets the specified condition (e.g., equals the reference value), the system triggers the associated actions. These could include updating records, progressing the workflow, or generating notifications.

  • False Condition: If the document field's value does not meet the specified condition, alternative actions or no actions are executed, based on the workflow configuration.

Setup and Configuration:

• The user selects the field name of the relevant document and chooses the operator from the drop-down menu. The user then specifies the reference field value to complete the configuration.

Conclusion:

The "DocField Comparison Validation" workflow card is a robust tool for dynamic document processing. By automating actions based on field comparisons, this card streamlines workflows, enhances accuracy, and supports data-driven decision-making.