# Assign document to matching sub organization

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## **Purpose:**

The **"Assign Document to Matching Sub-Organization Based on Field"** workflow card assigns a document to a sub-organization dynamically, based on a specified field in the document. If no matching sub-organization is found, the card uses a predefined fallback sub-organization.

## **Components of the Card:**

1. **Field Name**
   * **Description:** Specifies the document field to be used for determining the matching sub-organization.
   * **Detail:** The card looks for a value in the specified field to match with an available sub-organization.
2. **Sub-Organization (Fallback)**
   * **Description:** Defines the fallback sub-organization to be used if no match is found in the specified field.
   * **Detail:** If the field value does not match any sub-organization, the document will be assigned to the fallback sub-organization selected.

## **Functionality:**

* **Condition Evaluation:**\
  The card only executes its action if both the **"Where"** and **"And Sections"** evaluate as true.
* **Dynamic Assignment:**\
  The card checks the value of the specified field and assigns the document to the sub-organization that matches this value.
* **Fallback Mechanism:**\
  If no matching sub-organization is found, the document is assigned to the fallback sub-organization.

## **Setup and Configuration:**

* **Select Field Name:**\
  Choose the field from the document that contains the value to match with a sub-organization.
* **Select Fallback Sub-Organization:**\
  Choose the sub-organization that will be used if no match is found in the document field.

## **Conclusion:**

The **"Assign Document to Matching Sub-Organization Based on Field"** workflow card offers flexibility by dynamically routing documents to the appropriate sub-organization, with an added fallback option to ensure no document is left unassigned.