Description

KnowledgeLake deals with a lot of transactional content, and in turn, alot of transaction related activities such as approvals. Below is an example of a very simple approval automation to get you started.

NOTE: Modify your Metadata is only available in Capture Server Pro 1.10 and later.

Example

batch.Documents.forEach(function (doc) {
    var balanceDueValue = parseFloat(doc.Metadata["Index"]["BalanceDue"]);

    if (balanceDueValue <= 0) {
        builder.SetDocumentMetadata(doc.DocumentId, "Index", "IsApproved", "true");
    }
    else {
        builder.SetDocumentMetadata(doc.DocumentId, "Index", "IsApproved", "false");
    }
});

For each document in a batch, we are going get the value for the BalanceDue field and convert it to a float data type. If the BalanceDue value is less than or equal to zero, the IsApproved field is set to true. Otherwise the IsApproved field is set to false.

batch.Documents.forEach(function (doc) {
    var balanceDueValue = parseFloat(doc.Metadata["Index"]["BalanceDue"]);

    if (balanceDueValue <= 0) {
        builder.SetDocumentMetadata(doc.DocumentId, "Index", "IsApproved", "true");
    }

else {
        builder.SetDocumentMetadata(doc.DocumentId, "Index", "IsApproved", "false");
    }