Right now the workflow is not tied to/ called by the Form process.  I thought I could just have the workflow run every so often( maybe once an hour) to clean up the folder in which the form gets placed. But it doesn't seem to work when I just run it manually. None of the folders are created and the documents still remain where they were.

What I would like is to just have them placed in the sub-folders according to name and date as they are created, case by case

So are you suggesting I should have the form  service task  place the form in the repository and then have another  service task call the workflow?

You could run the Workflow every X minutes/hours but the "Retrieve business process variable" has to know from wich form submission it has to take the info from.

In the name or metada of the form you save in the repository, you could add the instance id and the submission id so you could give the info to the "Retrieve bussiness process variable".

Or you could call the Workflow with the form process each time a form is submitted, right after the form saved the document in the repository, so the form submission is able to give the Workflow the instance and submission IDs.

Okay it seems like tying it to the form process is the best bet. Please bear with me as I haven't done this before.

I have the workflow created(image attached). I think I have it mostly configured but wondering if I am missing something because after filling out the form it doesn't seem to create the folder based on what was chosen from the dropdown.

As far as i understand your process, the Workflow move only one document at a time (the saved form itself), si I don't think you would need a "For each entry" loop, but that's not probably the problem for the document not moving a the right plage.

Have you checked the Workflow log to see if there was any error while this Workflow was running ?

Is the document moved at the wrong place or not moved at all ?

If you could post screenshots of the activities properties, maybe there is a little mistake somewhere.

The documents don't move and the sub folders do not get created. I have tried a few times creating and submitting the form but they just get placed in the top folder.