Text in Field

Purpose:

This workflow card is designed to automate actions based on the presence or absence of specific text within a specified document field. It ensures workflows can adapt dynamically to the content of documents, supporting efficient processing and accurate decision-making.

Components of the Card:

1. Text

   • Description: Specifies the text string to be checked within the field.

   • Detail: This can be a word, phrase, or sequence of characters relevant to the workflow.

2. Operator

   • Description: Defines the condition for text presence in the field.

   • Options:

     • Is: Triggers the workflow if the specified text is present in the field.

     • Is Not: Triggers the workflow if the specified text is not present in the field.

3. 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.

Functionality:

1. Condition Evaluation: The system checks whether the specified text exists in the field, based on the selected operator (Is or Is Not).

2. Action Execution:

   • True Condition: If the text's presence in the field matches the specified condition, the system initiates the associated actions. These could include triggering alerts, progressing workflows, or updating records.

   • False Condition: If the text's presence in the field does not match the condition, alternative actions or no actions may be taken, depending on the workflow configuration.

Setup and Configuration:

• The user inputs the text to be checked. They then select the field name of the relevant document and choose the operator from the drop-down menu.

Conclusion:

The "Text Presence in Field" workflow card is a simple yet powerful tool for document content analysis. By automating actions based on text detection, this card supports more intelligent workflows, improves document handling accuracy, and reduces manual effort.