Grouping documents

OL Connect Professional Workflow
1

HI

I have problem with grouping my documents. Someone could help me? Below is what I’m trying to achieve.

I have 2 different templates. First is invoice(always 2 pages) and second is Summary.
I have first process: take my data, execute data mapping, create context and second process - generate my summary.

So finally I have for example 10 invoices and summary for first customer and 3 invoices and summary for second customer.

I need to grouping document with limitations for example:

  • if 10 invoices and summary – need to sort base on Invoice number and split (In single envelope I can put max 4 invoices and summary). So should be: 3 groups: 1 – 4 invoices and summary, 2 – 4 invoices, 3 – 2 invoices.

After this I need to put for every document set (for one envelope) matrixes for my packing envelope machine.

Any ideas? Realy thanks for help.

2

This type of question is best handled within a support ticket or as a Project.

This task is best achieved using the Batching\Commingling of the Retrieve items plugin.

You would nomally have 3 processes:

  • One process which generates invoices: Folder Capture(or other Input type) - Execute Data Mapping - Create Print Content - Set Properties - Delete. Set properties on Conten Item entity. You could set properties such as DocumentType (Invoice in this case) and InvoiceNumber\CustomerNumber.
  • The second process will generate summaries: Folder Capture(or other Input type) - Execute Data Mapping - Create Print Content - Set Properties - Delete. Set properties on Conten Item entity. You could set properties such as DocumentType (Summaryin this case) and InvoiceNumber\CustomerNumber.
  • The third process will perform grouping and sorting: Input - Retrieve Items - Create Job - Create Output. You will retrieve content items based on properties you have set above. Then you will do the grouping and sorting within the Batching\Commingling tab of the Retrieve items. The Create Job and Create Output can then set metadata properties and split each set as needed.