I have multiple documents that need to be arranged into sets based on Project_Owner.
How can I do this within workflow prior to creating the output? I need to do this as my intelligent barcode has to be able to recognise that, for instance, the first document is actually made up of 3 documents, the second 1 document etc etc
The intelligent barcode is an output preset in case that makes any difference.
I suggest you work with metadatas of the Workflow. You can first use “create metadata”, then use “Metadata Level Creation” in order to specify the Project_Owner. Then you can sort it based on Project_Owner and create the right output.
Thank you for your response. I’m having trouble getting this to work correctly. Would I base the level creation on Document or Group? Would I specify the delimiter “begins” when the Project_Owner “value changed”? Would I place the level creation after “create print content”?
as you prefer, you can base the level creation on document or group. When sorting, you would just need to specify if this is on document or group level.
Yes, the delimiter can begins when Project_Owner change.