DOCUMENT Determine if document is of a certain type function

The DOCUMENT Determine if document is of a certain type function in RPA.

Help CentreBuilding Processes

This article describes the RPA Document functionality to determine if document is of a certain type.

For a full list of available functions, please read DOCUMENT functions.


Description

The DOCUMENT Determine if document is of a certain type function allows you to determine if document is of a certain type.


Setting it up

To use the DOCUMENT Determine if document is of a certain type function, follow these instructions:

{{popups:rpas/add:action=document-is-type}}

Once on a process map:

  1. Navigate to the process where you would like to add the DOCUMENT Determine if document is of a certain type function
  2. Click on the green button’s drop-down (right side of the green button labelled “Process”)
  3. On the menu that appears, click on the “+ Activity” item
  4. From here you can select the DOCUMENT Determine if document is of a certain type option
  5. Click "Add" once you are done

Input parameters

ParameterRequiredTypeDefaultDescription
FileYesText-The path to the document file
VariableYesText-Variable to store the result (true/false)
Document typeYesSelect-The document type to test for (Invoice, Quote, Statement, etc.)

Output variables

VariableTypeDescription
VariableBooleanTrue if the document matches the specified type

Errors

ErrorDescription
File not foundThe specified file does not exist

Tips

  • Tests if a document is of a specific type
  • Available types: Bill of Lading, Cheque, Credit note, CV, Invoice, Purchase order, Quote, Statement, and more

Related functions

See it working on your own data

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