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How to Save Attribute value to workflow variable


extol7
New Voice
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Hello All,

I am trying to save the value of an attribute to a CLM workflow variable.

I followed these posts:

How do I update a Variable when a document attribute is updated by a user (during a workflow)? | Community

How do you update a variable value with the current value of an attribute? | Community

But, when I look at the XML of the Find Document Step, it does NOT show the attribute I created under the Attribute page in the Admin center.

During the workflow, my team will set the value of this new attribute and I need it later in the workflow saved in a variable.

Am I missing something?

Best answer by Pawan Gangwani

Hello ​@extol7 

If I am correctly understanding the issue. here you can try first save the “Params” into the “Document” type variable using “Evaluate an XPath” step in workflow. 
Then, at the time you want to see the change made in the process use “find document” step in workflow, at the document place the same variable that you have create and save the output again in the “Document” type variable.

I hope via this you will get it. otherwise keep me on radar.

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2 replies

Pawan Gangwani
Rising Star
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Hello ​@extol7 

If I am correctly understanding the issue. here you can try first save the “Params” into the “Document” type variable using “Evaluate an XPath” step in workflow. 
Then, at the time you want to see the change made in the process use “find document” step in workflow, at the document place the same variable that you have create and save the output again in the “Document” type variable.

I hope via this you will get it. otherwise keep me on radar.


extol7
New Voice
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  • Author
  • New Voice
  • 6 replies
  • March 4, 2025

Thank you again Pawan!

 

I was able to figure it out after a few tries.   I couldn’t see the variable in the XML variable I saved in Find Document, but I used the suggestion in the second link and tried to grab the value of Document.AttributeName and got it!