email and webhooks too

---------

Co-authored-by: shamoon <4887959+shamoon@users.noreply.github.com>

docs/usage.md

@@ -726,6 +726,7 @@ applied. You can use the following placeholders in the template with any trigger
 - `{{added_time}}`: added time in HH:MM format
 - `{{original_filename}}`: original file name without extension
 - `{{filename}}`: current file name without extension (for "added" workflows this may not be final yet, you can use `{{original_filename}}`)
+- `{{custom_fields}}`: Custom field names mapped to their type and value, as in [file name templates](advanced_usage.md#additional-variables). For example, `{{ custom_fields.Invoice.value }}` or `{{ custom_fields | get_cf_value("Invoice", "") }}` for a fallback when the field is missing. In title assignments, fields assigned by the same action are available.
 - `{{doc_title}}`: current document title (cannot be used in title assignment)
 
 The following placeholders are only available for "added" or "updated" triggers

src-ui/src/app/components/admin/tasks/tasks.component.spec.ts

@@ -19,7 +19,6 @@ import {
   PaperlessTaskTriggerSource,
   PaperlessTaskType,
 } from 'src/app/data/paperless-task'
-import { Results } from 'src/app/data/results'
 import { IfPermissionsDirective } from 'src/app/directives/if-permissions.directive'
 import { PermissionsGuard } from 'src/app/guards/permissions.guard'
 import { CustomDatePipe } from 'src/app/pipes/custom-date.pipe'
@@ -153,11 +152,6 @@ const tasks: PaperlessTask[] = [
   },
 ]
 
-const paginatedTasks: Results<PaperlessTask> = {
-  count: tasks.length,
-  results: tasks,
-}
-
 const sectionCountResponse = {
   all: 7,
   needs_attention: 2,
@@ -204,7 +198,7 @@ describe('TasksComponent', () => {
     }).compileComponents()
 
     tasksService = TestBed.inject(TasksService)
-    reloadSpy = jest.spyOn(tasksService, 'reload')
+    reloadSpy = jest.spyOn(tasksService, 'reload').mockImplementation(() => {})
     httpTestingController = TestBed.inject(HttpTestingController)
     modalService = TestBed.inject(NgbModal)
     router = TestBed.inject(Router)
@@ -214,15 +208,6 @@ describe('TasksComponent', () => {
     jest.useFakeTimers()
     fixture.detectChanges()
 
-    httpTestingController
-      .expectOne(
-        (req) =>
-          req.url === `${environment.apiBaseUrl}tasks/` &&
-          req.params.get('acknowledged') === 'false' &&
-          req.params.get('page_size') === '1000'
-      )
-      .flush(paginatedTasks)
-
     httpTestingController
       .expectOne(
         (req) =>

src-ui/src/app/components/app-frame/app-frame.component.html

@@ -344,11 +344,11 @@
                 ngbPopover="Tasks" i18n-ngbPopover [disablePopover]="!slimSidebarPopoversEnabled" placement="end"
                 container="body" triggers="mouseenter:mouseleave" popoverClass="popover-slim">
                 <i-bs class="me-2" name="list-task"></i-bs><span class="nav-link-label"><ng-container i18n>Tasks</ng-container></span>
-                @if (tasksService.needsAttentionTasks.length > 0 && !slimSidebarEnabled) {
-                  <span class="badge bg-danger ms-2 d-inline flex-shrink-0">{{tasksService.needsAttentionTasks.length}}</span>
+                @if (tasksService.needsAttentionTasksCount > 0 && !slimSidebarEnabled) {
+                  <span class="badge bg-danger ms-2 d-inline flex-shrink-0">{{tasksService.needsAttentionTasksCount}}</span>
                 }
-                @if (tasksService.needsAttentionTasks.length > 0 && slimSidebarEnabled) {
-                  <span class="badge bg-danger position-absolute top-0 end-0 d-none d-md-block">{{tasksService.needsAttentionTasks.length}}</span>
+                @if (tasksService.needsAttentionTasksCount > 0 && slimSidebarEnabled) {
+                  <span class="badge bg-danger position-absolute top-0 end-0 d-none d-md-block">{{tasksService.needsAttentionTasksCount}}</span>
                 }
               </a>
             </li>

src-ui/src/app/components/app-frame/app-frame.component.spec.ts

@@ -588,8 +588,8 @@ describe('AppFrameComponent', () => {
 
   it('should show tasks badge for needs-attention tasks', () => {
     jest
-      .spyOn(tasksService, 'needsAttentionTasks', 'get')
-      .mockReturnValue([{} as any, {} as any])
+      .spyOn(tasksService, 'needsAttentionTasksCount', 'get')
+      .mockReturnValue(2)
 
     fixture.detectChanges()
 

src-ui/src/app/services/tasks.service.spec.ts

@@ -9,11 +9,7 @@ import {
 } from '@angular/common/http/testing'
 import { TestBed } from '@angular/core/testing'
 import { environment } from 'src/environments/environment'
-import {
-  PaperlessTaskStatus,
-  PaperlessTaskTriggerSource,
-  PaperlessTaskType,
-} from '../data/paperless-task'
+import { PaperlessTaskType } from '../data/paperless-task'
 import { TasksService } from './tasks.service'
 
 describe('TasksService', () => {
@@ -38,23 +34,23 @@ describe('TasksService', () => {
     httpTestingController.verify()
   })
 
-  it('calls tasks api endpoint on reload', () => {
+  it('calls tasks status counts api endpoint on reload', () => {
     tasksService.reload()
     const req = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/` &&
-        req.params.get('acknowledged') === 'false' &&
-        req.params.get('page_size') === '1000'
+        req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
+        req.params.get('acknowledged') === 'false'
     )
     expect(req.request.method).toEqual('GET')
-    req.flush({ count: 0, results: [] })
+    req.flush({ all: 5, needs_attention: 3, in_progress: 1, completed: 1 })
+    expect(tasksService.needsAttentionTasksCount).toEqual(3)
   })
 
   it('cancels an in-progress reload when reloading again', () => {
     tasksService.reload()
     const staleReload = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/`
+        req.url === `${environment.apiBaseUrl}tasks/status_counts/`
     )
     tasksService.reload()
 
@@ -62,9 +58,9 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/`
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
       )
-      .flush({ count: 0, results: [] })
+      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
   })
 
   it('continues reloading after a reload request fails', () => {
@@ -72,7 +68,7 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/`
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
       )
       .flush('error', { status: 500, statusText: 'error' })
 
@@ -82,16 +78,16 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/`
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/`
       )
-      .flush({ count: 0, results: [] })
+      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
   })
 
   it('reloads after dismissing a task while a reload is already in progress', () => {
     tasksService.reload()
     const staleReload = httpTestingController.expectOne(
       (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/` &&
+        req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
         req.params.get('acknowledged') === 'false'
     )
 
@@ -104,12 +100,12 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/` &&
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
           req.params.get('acknowledged') === 'false'
       )
-      .flush({ count: 0, results: [] })
+      .flush({ all: 50, needs_attention: 42, in_progress: 3, completed: 5 })
 
-    expect(tasksService.needsAttentionTasks).toHaveLength(0)
+    expect(tasksService.needsAttentionTasksCount).toEqual(42)
   })
 
   it('calls acknowledge_tasks api endpoint on dismiss and reloads', () => {
@@ -126,11 +122,10 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/` &&
-          req.params.get('acknowledged') === 'false' &&
-          req.params.get('page_size') === '1000'
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
+          req.params.get('acknowledged') === 'false'
       )
-      .flush({ count: 0, results: [] })
+      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
   })
 
   it('calls acknowledge_tasks api endpoint on dismiss all and reloads', () => {
@@ -147,65 +142,10 @@ describe('TasksService', () => {
     httpTestingController
       .expectOne(
         (req: HttpRequest<unknown>) =>
-          req.url === `${environment.apiBaseUrl}tasks/` &&
-          req.params.get('acknowledged') === 'false' &&
-          req.params.get('page_size') === '1000'
+          req.url === `${environment.apiBaseUrl}tasks/status_counts/` &&
+          req.params.get('acknowledged') === 'false'
       )
-      .flush({ count: 0, results: [] })
-  })
-
-  it('includes revoked tasks in needs attention', () => {
-    const mockTasks = [
-      {
-        task_type: PaperlessTaskType.SanityCheck,
-        trigger_source: PaperlessTaskTriggerSource.System,
-        status: PaperlessTaskStatus.Failure,
-        acknowledged: false,
-        task_id: '1235',
-        input_data: {},
-        date_created: new Date(),
-        related_document_ids: [],
-      },
-      {
-        task_type: PaperlessTaskType.MailFetch,
-        trigger_source: PaperlessTaskTriggerSource.Scheduled,
-        status: PaperlessTaskStatus.Revoked,
-        acknowledged: false,
-        task_id: '1236',
-        input_data: {},
-        date_created: new Date(),
-        related_document_ids: [],
-      },
-      {
-        task_type: PaperlessTaskType.EmptyTrash,
-        trigger_source: PaperlessTaskTriggerSource.Manual,
-        status: PaperlessTaskStatus.Success,
-        acknowledged: false,
-        task_id: '1238',
-        input_data: {},
-        date_created: new Date(),
-        related_document_ids: [],
-      },
-    ]
-
-    tasksService.reload()
-
-    const req = httpTestingController.expectOne(
-      (req: HttpRequest<unknown>) =>
-        req.url === `${environment.apiBaseUrl}tasks/` &&
-        req.params.get('acknowledged') === 'false' &&
-        req.params.get('page_size') === '1000'
-    )
-
-    req.flush({ count: mockTasks.length, results: mockTasks })
-
-    expect(tasksService.needsAttentionTasks).toHaveLength(2)
-    expect(tasksService.needsAttentionTasks.map((task) => task.status)).toEqual(
-      expect.arrayContaining([
-        PaperlessTaskStatus.Failure,
-        PaperlessTaskStatus.Revoked,
-      ])
-    )
+      .flush({ all: 0, needs_attention: 0, in_progress: 0, completed: 0 })
   })
 
   it('supports running tasks', () => {

src-ui/src/app/services/tasks.service.ts

@@ -5,14 +5,12 @@ import {
   catchError,
   finalize,
   first,
-  map,
   switchMap,
   takeUntil,
   tap,
 } from 'rxjs/operators'
 import {
   PaperlessTask,
-  PaperlessTaskStatus,
   PaperlessTaskStatusCounts,
   PaperlessTaskType,
 } from 'src/app/data/paperless-task'
@@ -27,50 +25,42 @@ export class TasksService {
 
   private baseUrl: string = environment.apiBaseUrl
   private endpoint: string = 'tasks'
-  private readonly defaultReloadPageSize = 1000
 
   public loading: boolean = false
 
-  private readonly tasks = signal<PaperlessTask[]>([])
+  private readonly tasksStatusCounts = signal<PaperlessTaskStatusCounts>({
+    all: 0,
+    needs_attention: 0,
+    in_progress: 0,
+    completed: 0,
+  })
   private readonly reloadNotifier = new Subject<void>()
 
   private unsubscribeNotifer: Subject<any> = new Subject()
 
   constructor() {
     this.reloadNotifier
-      .pipe(
-        switchMap(() => {
-          this.loading = true
-          return this.http
-            .get<Results<PaperlessTask>>(`${this.baseUrl}${this.endpoint}/`, {
-              params: {
-                acknowledged: 'false',
-                page_size: this.defaultReloadPageSize,
-              },
-            })
-            .pipe(
-              map((response) => response.results),
-              takeUntil(this.unsubscribeNotifer),
-              catchError(() => EMPTY),
-              finalize(() => {
-                this.loading = false
-              })
-            )
-        })
-      )
-      .subscribe((tasks) => {
-        this.tasks.set(tasks)
+      .pipe(switchMap(() => this.fetchUnacknowledgedTasksCounts()))
+      .subscribe((taskStatusCounts) => {
+        this.tasksStatusCounts.set(taskStatusCounts)
       })
   }
 
-  public get needsAttentionTasks(): PaperlessTask[] {
-    return this.tasks().filter((t) =>
-      [PaperlessTaskStatus.Failure, PaperlessTaskStatus.Revoked].includes(
-        t.status
-      )
+  private fetchUnacknowledgedTasksCounts(): Observable<PaperlessTaskStatusCounts> {
+    this.loading = true
+    return this.statusCounts({ acknowledged: false }).pipe(
+      takeUntil(this.unsubscribeNotifer),
+      catchError(() => EMPTY),
+      finalize(() => {
+        this.loading = false
+      })
     )
   }
 
+  public get needsAttentionTasksCount(): number {
+    return this.tasksStatusCounts().needs_attention
+  }
+
   public reload() {
     this.reloadNotifier.next()
   }
@@ -105,7 +95,7 @@ export class TasksService {
 
   public dismissTasks(task_ids: Set<number>): Observable<any> {
     return this.http
-      .post(`${this.baseUrl}tasks/acknowledge/`, {
+      .post(`${this.baseUrl}${this.endpoint}/acknowledge/`, {
         tasks: [...task_ids],
       })
       .pipe(
@@ -119,7 +109,7 @@ export class TasksService {
 
   public dismissAllTasks(): Observable<any> {
     return this.http
-      .post(`${this.baseUrl}tasks/acknowledge/`, {
+      .post(`${this.baseUrl}${this.endpoint}/acknowledge/`, {
         all: true,
       })
       .pipe(

src/documents/consumer.py

@@ -847,6 +847,19 @@ class ConsumerPlugin(
             local_added,
             self.filename,
             self.filename,
+            custom_fields=[
+                CustomFieldInstance(
+                    field=field,
+                    **{
+                        CustomFieldInstance.get_value_field_name(
+                            field.data_type,
+                        ): self.metadata.custom_fields[field.pk],
+                    },
+                )
+                for field in CustomField.objects.filter(
+                    pk__in=self.metadata.custom_fields or {},
+                )
+            ],
         )
 
     def _store(

src/documents/templating/workflows.py

@@ -1,4 +1,5 @@
 import logging
+from collections.abc import Iterable
 from datetime import date
 from datetime import datetime
 from pathlib import Path
@@ -13,7 +14,9 @@ from jinja2 import make_logging_undefined
 from jinja2.meta import find_undeclared_variables
 from jinja2.sandbox import SecurityError
 
+from documents.models import CustomFieldInstance
 from documents.templating.environment import _template_environment
+from documents.templating.filepath import get_custom_fields_context
 from documents.templating.filters import format_datetime
 from documents.templating.filters import localize_date
 
@@ -56,6 +59,7 @@ _known_placeholder_names = {
     "doc_title",
     "doc_url",
     "doc_id",
+    "custom_fields",
 }
 
 
@@ -86,6 +90,7 @@ def parse_w_workflow_placeholders(
     doc_title: str | None = None,
     doc_url: str | None = None,
     doc_id: int | None = None,
+    custom_fields: Iterable[CustomFieldInstance] = (),
 ) -> str:
     """
     Available title placeholders for Workflows depend on what has already been assigned,
@@ -108,6 +113,7 @@ def parse_w_workflow_placeholders(
         "original_filename": Path(original_filename).stem,
         "filename": Path(filename).stem,
     }
+    formatting.update(get_custom_fields_context(custom_fields))
     if created is not None:
         formatting.update(
             {

src/documents/tests/test_workflows.py

@@ -1846,6 +1846,50 @@ class TestWorkflows(
             expected_str = f"Document storage path {doc.storage_path} does not match {trigger.filter_has_storage_path}"
             self.assertIn(expected_str, cm.output[1])
 
+    def test_title_custom_fields(self) -> None:
+        from documents.consumer import ConsumerPlugin
+        from documents.templating.workflows import validate_workflow_template
+
+        field = CustomField.objects.create(
+            name="Invoice",
+            data_type=CustomField.FieldDataType.STRING,
+        )
+        template = '{{ custom_fields.Invoice.value }} {{ custom_fields | get_cf_value("Missing", "fallback") }}'
+        validate_workflow_template(template)
+        consumer = mock.Mock(
+            filename="invoice.pdf",
+            metadata=DocumentMetadataOverrides(custom_fields={field.pk: "INV-123"}),
+        )
+        self.assertEqual(
+            ConsumerPlugin._parse_title_placeholders(consumer, template),
+            "INV-123 fallback",
+        )
+        trigger = WorkflowTrigger.objects.create(
+            type=WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+        action = WorkflowAction.objects.create(assign_title=template)
+        doc = Document.objects.create(title="Original")
+        action.assign_custom_fields.add(field)
+        action.assign_custom_fields_values = {str(field.pk): "INV-123"}
+        action.save()
+        workflow = Workflow.objects.create(name="Custom field title", order=0)
+        workflow.triggers.add(trigger)
+        workflow.actions.add(action)
+
+        document_consumption_finished.send(sender=self.__class__, document=doc)
+
+        doc.refresh_from_db()
+        self.assertEqual(doc.title, "INV-123 fallback")
+
+        # Existing fields remain available when the action assigns no custom fields.
+        action.assign_custom_fields.clear()
+        CustomFieldInstance.objects.filter(document=doc, field=field).update(
+            value_text="INV-456",
+        )
+        document_consumption_finished.send(sender=self.__class__, document=doc)
+        doc.refresh_from_db()
+        self.assertEqual(doc.title, "INV-456 fallback")
+
     def test_document_added_invalid_title_placeholders(self) -> None:
         """
         GIVEN:
@@ -5120,6 +5164,72 @@ class TestWorkflows(
         self.assertEqual(Document.objects.count(), 0)
 
 
+@pytest.mark.django_db
+@pytest.mark.parametrize("use_overrides", [False, True])
+def test_custom_fields_in_email_and_webhook_templates(
+    use_overrides,
+    settings,
+    tmp_path,
+):
+    from documents.workflows.actions import build_workflow_action_context
+    from documents.workflows.actions import execute_email_action
+    from documents.workflows.actions import execute_webhook_action
+
+    settings.EMAIL_ENABLED = True
+    field = CustomField.objects.create(
+        name="Invoice",
+        data_type=CustomField.FieldDataType.STRING,
+    )
+    if use_overrides:
+        invoice = tmp_path / "invoice.pdf"
+        invoice.write_bytes(b"%PDF-1.7")
+        document = ConsumableDocument(
+            source=DocumentSource.ConsumeFolder,
+            original_file=invoice,
+        )
+        overrides = DocumentMetadataOverrides(custom_fields={field.pk: "INV-123"})
+    else:
+        document = Document.objects.create(title="Invoice")
+        CustomFieldInstance.objects.create(
+            document=document,
+            field=field,
+            value_text="INV-123",
+        )
+        overrides = None
+    context = build_workflow_action_context(document, overrides)
+    template = '{{ custom_fields.Invoice.value }} {{ custom_fields | get_cf_value("Missing", "fallback") }}'
+    action = WorkflowAction(
+        email=WorkflowActionEmail(
+            subject=template,
+            body=template,
+            to="test@example.com",
+        ),
+        webhook=WorkflowActionWebhook(
+            url="https://example.com",
+            body=template,
+        ),
+    )
+    with mock.patch("documents.workflows.actions.send_email") as send_email:
+        execute_email_action(
+            action,
+            document,
+            context,
+            None,
+            Path("invoice.pdf"),
+            WorkflowTrigger.WorkflowTriggerType.DOCUMENT_ADDED,
+        )
+    assert send_email.call_args.kwargs["subject"] == "INV-123 fallback"
+    assert send_email.call_args.kwargs["body"] == "INV-123 fallback"
+    with mock.patch("documents.workflows.actions.send_webhook.apply_async") as send:
+        for use_params in (False, True):
+            action.webhook.use_params = use_params
+            action.webhook.params = {"invoice": template}
+            execute_webhook_action(action, document, context, None, Path("invoice.pdf"))
+            assert send.call_args.kwargs["kwargs"]["data"] == (
+                {"invoice": "INV-123 fallback"} if use_params else "INV-123 fallback"
+            )
+
+
 class TestWebhookSend:
     def test_send_webhook_data_or_json(
         self,

src/documents/workflows/actions.py

@@ -11,6 +11,8 @@ from documents.data_models import DocumentMetadataOverrides
 from documents.mail import EmailAttachment
 from documents.mail import send_email
 from documents.models import Correspondent
+from documents.models import CustomField
+from documents.models import CustomFieldInstance
 from documents.models import Document
 from documents.models import DocumentType
 from documents.models import WorkflowAction
@@ -48,6 +50,9 @@ def build_workflow_action_context(
             "added": timezone.localtime(document.added),
             "created": document.created,
             "id": document.pk,
+            "custom_fields": CustomFieldInstance.global_objects.filter(
+                document=document,
+            ).select_related("field"),
         }
 
     correspondent_obj = (
@@ -80,6 +85,19 @@ def build_workflow_action_context(
         "added": timezone.localtime(timezone.now()),
         "created": overrides.created if overrides else None,
         "id": "",
+        "custom_fields": [
+            CustomFieldInstance(
+                field=field,
+                **{
+                    CustomFieldInstance.get_value_field_name(
+                        field.data_type,
+                    ): overrides.custom_fields[field.pk],
+                },
+            )
+            for field in CustomField.objects.filter(
+                pk__in=overrides.custom_fields or {},
+            )
+        ],
     }
 
 
@@ -116,6 +134,7 @@ def execute_email_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
+                custom_fields=context["custom_fields"],
             )
             if action.email.subject
             else ""
@@ -133,6 +152,7 @@ def execute_email_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
+                custom_fields=context["custom_fields"],
             )
             if action.email.body
             else ""
@@ -211,6 +231,7 @@ def execute_webhook_action(
                             context["title"],
                             context["doc_url"],
                             context["id"],
+                            custom_fields=context["custom_fields"],
                         )
                 except Exception as e:
                     logger.error(
@@ -230,6 +251,7 @@ def execute_webhook_action(
                 context["title"],
                 context["doc_url"],
                 context["id"],
+                custom_fields=context["custom_fields"],
             )
         headers = {}
         if action.webhook.headers:

src/documents/workflows/mutations.py

@@ -43,6 +43,33 @@ def apply_assignment_to_document(
     if action.assign_owner:
         document.owner = action.assign_owner
 
+    if action.has_assign_custom_fields:
+        for field in action.assign_custom_fields.all():
+            value_field_name = CustomFieldInstance.get_value_field_name(
+                data_type=field.data_type,
+            )
+            args = {
+                value_field_name: action.assign_custom_fields_values.get(
+                    str(field.pk),
+                    None,
+                ),
+            }
+            # for some reason update_or_create doesn't work here
+            instance = CustomFieldInstance.objects.filter(
+                field=field,
+                document=document,
+            ).first()
+            # empty string is indistinguishable from no value in the UI
+            if instance and args[value_field_name] not in (None, ""):
+                setattr(instance, value_field_name, args[value_field_name])
+                instance.save()
+            elif not instance:
+                CustomFieldInstance.objects.create(
+                    **args,
+                    field=field,
+                    document=document,
+                )
+
     if action.assign_title:
         try:
             title = parse_w_workflow_placeholders(
@@ -57,6 +84,9 @@ def apply_assignment_to_document(
                 "",  # dont pass the title to avoid recursion
                 "",  # no urls in titles
                 document.pk,
+                custom_fields=CustomFieldInstance.global_objects.filter(
+                    document=document,
+                ).select_related("field"),
             )
             if title:
                 document.title = title
@@ -91,33 +121,6 @@ def apply_assignment_to_document(
             merge=True,
         )
 
-    if action.has_assign_custom_fields:
-        for field in action.assign_custom_fields.all():
-            value_field_name = CustomFieldInstance.get_value_field_name(
-                data_type=field.data_type,
-            )
-            args = {
-                value_field_name: action.assign_custom_fields_values.get(
-                    str(field.pk),
-                    None,
-                ),
-            }
-            # for some reason update_or_create doesn't work here
-            instance = CustomFieldInstance.objects.filter(
-                field=field,
-                document=document,
-            ).first()
-            # empty string is indistinguishable from no value in the UI
-            if instance and args[value_field_name] not in (None, ""):
-                setattr(instance, value_field_name, args[value_field_name])
-                instance.save()
-            elif not instance:
-                CustomFieldInstance.objects.create(
-                    **args,
-                    field=field,
-                    document=document,
-                )
-
 
 def apply_assignment_to_overrides(
     action: WorkflowAction,