Hi! I am sure this is probably easy but I wanted to ask it anyway. If you have documents and you want to update a field on a document with a value you could create an agent using simple actions to modify the specific field. I guess my question comes do you need to do a Refresh all documents or do you need to actually save the document so that the value stays. I have done the simple action way but then when a user edits one of the document the value is no longer there. I see this because I have a categorized view and the document now falls under un-categorized. I know there must be something I am missing here.
It all depends on the nature of the field. Code like this:
FIELD your_text_field_name := “New value”;
… will work, but if the field design in document’s form means it is computed, then whenever that document is refreshed or saved, the field will revert / re-compute. Does that make sense?
Subject: RE: question regarding updating field values
Yes it that makes sense. The field am trying to update is a combobox field. The documents I am updating where brought in from an Access database. I do have the field “Year” assigned a value in my down load process but something appears to be out of order. Documents created directly in the database work okay. I guess I will just keep trying.
Subject: RE: question regarding updating field values
If you are assigning a choice that is not part of the selection list (or is not case correct), then when the doc is edited, the value will go away because it was not a valid choice.
Just a guess here of course at the source of your problem.