How to send the document back to Verification Stage if the required field is empty

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Ban Tran

Questions:

If at the verification stage, a particular field (Like Invoice number) is empty, then how to route the document/batch again back to the verification stage and should not be able to be sent to the next stage.

Solution:

From the Project->Project Properties->Workflow->under Advanced workflow-> create an additional custom stage and place it right after Verification (and before the Export stage). Let's name this stage as "Send Back to Verification If Invoice Number is Empty"

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Then inside this stage, the Entry Conditions is as default Always

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For the Exit Routes add the Stage... and choose Verification

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And in this stage add this rule where the "Field value satisfies the expression" that the InvoiceNumber is equal to blank

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Then when the operator tries to complete the task and if the Invoice Number field value is blank/empty, FlexiCapture will automatically resend it back to Verification

 

 

 

 

 

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