Moving a folder based on a field change and assigning metadata to all files within subfolders in that main folder

asked on January 31, 2017

Hi All,

I would like to know if this is possible and if I am on the right track. Basically, we would like to be able to assign a template on a folder that has required fields. Based on the selection, we would then move the folder and its subfolders to another location. During the move, we would also like to strip the data from the current document in the subfolders and assign a new template with those fields.

Is this possible? This is where i am at the moment with the workflow, but seem to be getting confused as to firstly how to move the folder and then obtain the files within that folder to make the necessary changes to them?

I guess what iam trying to achieve is before the route entry to folder for it to be able to pick up what is in the subfolders and assign the new template and the values while the move happens.

The folder structure looks as below:

Basically, ClientX under '0.Client Test' will be assigned a template that will move the folder to '1. Archived Client Test'. Once moved, i would like the files to move also, but then assign a new template to them while moving?

Thank you in advance,

Regards

Ziad

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SELECTED ANSWER

replied on February 1, 2017

Hello Ziad,

You are able to grab all the documents within the sub folders with Search Repository. With this method, you're workflow will look something like this

The changes are in the "YES became archived" branch. Search repository should be setup up to only look within the folder of the current entry and should only look for type document (unless you also want the templates assigned to the subfolders). Here is an example search syntax:

This will grab all documents within the path specified in "LOOKIN" and will traverse down subfolders. From there, we use a for each entry to assign a template and field values to all the entries.

Hope this helps!

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Moving a folder based on a field change and assigning metadata to all files within subfolders in that main folder

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