Retrieve Document Field Function in Naologic Actions

The Retrieve Document Field function allows an action to look up and retrieve specific data from a designated data document. This function is essential for accessing targeted information within a dataset during workflow execution.

What is the Retrieve Document Field Function?

This function performs a lookup operation within a specific data document to retrieve a particular field's value. It is commonly used when specific data points are needed for further processing or validation in an action.

How to Add the Retrieve Document Field Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Retrieve Document Field" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function:

   • Select the source document where the lookup will be performed.

5. Save the action settings.

Once configured, the function will retrieve field values from the designated source document when the action is executed.

The Retrieve Document Field function provides precise control over data access, enabling actions to utilize specific information effectively in workflows.