DOCUMENT Search for text in an invoice function

The DOCUMENT Search for text in an invoice function in RPA.

Help CentreBuilding Processes

This article describes the RPA Document functionality to search for text in an invoice.

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


Description

The DOCUMENT Search for text in an invoice function allows you to search for text in an invoice.


Setting it up

To use the DOCUMENT Search for text in an invoice function, follow these instructions:

{{popups:rpas/add:action=invoice-search}}

Once on a process map:

  1. Navigate to the process where you would like to add the DOCUMENT Search for text in an invoice 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 Search for text in an invoice option
  5. Click "Add" once you are done

Input parameters

ParameterRequiredTypeDefaultDescription
FileYesText-The path to the invoice file
Search termsYesTextarea-Text to search for, one per line
VariableYesText-Variable to store the result
Case insensitiveNoSwitchOffIgnore case when searching

Output variables

VariableTypeDescription
VariableBooleanTrue if the search terms were found

Errors

ErrorDescription
File not foundThe file does not exist

Tips

  • Searches the invoice text for specific terms
  • Separate multiple search terms with line breaks

Related functions

See it working on your own data

Everything documented here ships with the platform – try the document tools free, or go live in 7 days.