AnsweredAssumed Answered

How to set document properties based on document data?

Question asked by TehNrd on Aug 12, 2011
Latest reply on Jan 4, 2018 by mmorthala189353
Here is the following scenario. I have documents with the following data:

Customer Name, Theater, Region
ABC Tech, Americas, Latin America
123 Tech, Americas, West

I need to look at a combination of the Theater and Region to set a new GlobalTheater document property. If Region = Latin America, set GlobalTheater document property to "LATAM". Other wise just use the Theater field and set this to "GlobalTheater".

What is the best way to do this?

I could do this in a map but it seems sort of wonkey. The input and output profiles would be exactly the same and map perfectly one-to-one but then I would add a custom map function with some simple scripting that outputs the result to a Set Document Property step inside the map function. This seems hacky as maps are usually used to map data between systems, not back to the same profile.....or maybe in this scenario it is normal?

The other way would be to do this with Data Process custom scripting but obviously this is a lot more complex.

Is there not a better way to do this?