Hi All - I am a beginner so thank you for being patient. I attached for you two documents to make things clearer of what I need to make this work.
I need the automation to find the digits (in the form of: 8digits_4digits) in the SamplePDF.pdf (203.8 KB) and then cross reference the excel ExcelData.xlsx (24.4 KB) by using the number obtained which will be located in column name “P-ID”, to get the number from column name “X-ID”. Then it should create a new copy of the file SamplePDF in a new folder and rename it with that number.
To clarify: In this example, the SamplePDF shows the number 20220101_1234
From there we should get the number 12345 under column “X-ID” by cross referencing from column “P-ID”
Then copy the file into a new folder with the name of what was extracted from the excel which will be “12345” in this case.
I would much appreciate it if you walk me through all the steps to reach my desired output please by showing me how to actually create the workflow if that is possible
All I did was change the excel file to add the correct format with more columns (I have attached the same format with the actual column headings for you to see SampleExcel1.xlsx (24.7 KB). Then I have changed in the Write Line the column name to “SympaID” which acts as the P-ID in the other excel.
I think the problem is because of dt(0) - does that mean it looks only on the first number in the column? Because I need it to search for it in the whole column.
Hi Lak I found out how to make it each document in a folder but I dont know how to save it in another folder could you please help only in that: What should I add here?
Sorry but I dont know what to write. Lets say i want to save it in a folder called “FinalDoc” in the same directory. What do I put in the “To” before “Employment agreement”: