I have a workflow that makes use of the grouping function in job creation settings, which works very well. I’m also trying to sort my output using the job creation setting to no avail (standard sorting -> select field).
The field that I’m trying to sort is a javascript field that is updated during my workflow process using an excel lookup.
I can use the metadata sorter in workflow and when I view the metadata it is sorted correctly, however my final output is sorted in the order of my grouping field.
I think the issue is that there is currently a disconnection (or incompatibility) between the metadata created in the workflow and the metadata created in Connect Designer.
If you step through the process in the workflow until you pass the Create Print Content step and then click on View Metadata right after this step, do you still have access to the original metadata created earlier by the Create Metadata step? If that is not the case, this is where your problem lies.
You will need to use the “Include Metadata”, “Use Grouping” and “Apply filtering and Sorting to record selection” options in the Job Preset to then group and sort your data.
If you need to group, split and name your output by Field1, Field1 needs to be added to the Document Set Grouping Fields and to the Document Set Tags in the Meta Data Options window.
In addition, if you need to sort by Field2, Field2 needs to be added to the Document Tags in the Meta Data Options window.
You may download a dummy example which groups documents by Country (US or CA) and then sort document in each group by ID in ascending order form here.
Thanks for the info. I tried adding the sort field to the document tags but the results are the same, that is, the output is still sorted in the group field order.
After checking the meta data in debug mode and stepping through, I can see that the meta data for both the grouping field and sorting field is all still there all the way through the process.
So, I’m at a bit of a loss as to where to go from here?