You are viewing limited content. For full access, please sign in.

Question

Question

Moving folder with documents and starting a workflow

asked on March 14, 2017

I have a process that when a user is done reviewing documents in Folder1 they drag Folder1 (with the docs) into Folder2.  Once Folder1 is dragged into Folder2 I want workflow to process the documents in Folder2 (And deleted the parent folder when empty). 

I'm having no success with a workflow's starting rules to process the documents in Folder1 once it becomes a subfolder of Folder 2 .  I can drop documents in Folder 2 and they process fine but when Folder1 is a subfolder in Folder 2 nothing happens to the documents in Folder1.  

I have changed Entry : Path to "starts with", "is in" and "equals".  Nothing works.

Help anyone?  Thanks

Capture.PNG
Capture.PNG (38.46 KB)
0 0

Replies

replied on March 14, 2017

Hello John,

 

The condition "Entry: Type equals Document" will prevent the starting rule from triggering on a folder. If you want the starting rule to just work on folders, then "Entry: Type equals Folder" will work.

Hope that helps!

 

Best Regards,

Winston Kao

0 0
replied on March 14, 2017

Ok I made that changed and it did correct part of the issue - my starting rules are satisfied.  Thanks

 

But now my invoke workflow that needs the template from each document in Folder 1 does nothing - docs don't move.  

Capture.PNG
Capture1.PNG
Capture.PNG (18.95 KB)
Capture1.PNG (27.6 KB)
0 0
replied on March 14, 2017

Since you are now starting the workflow one level higher, you'll need to get those documents with Find Entries and then use a For Each Entry activity to go through them and check their templates.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.