Hi all,
I have two document classes in Quick Fields. One is IdentityCard and one is UtilityBill. Also, I want that in the document pane in Quick Fields, the storing folder should be in the format: Incoming\USA\2017\07\28\ <unique application folder> and underneath the folders, there should be the corresponding Identity Card and Utility of this particular customer.
I have done a workflow which will create a unique application folder per customer. The Identity Card and utility bill of this particular customer should be stored in that application folder. The workflow should also assign the Application Number for this particular customer to the App. No metadata field based on a counter logic and lastly insert data into the SQL table. But, the workflow is not working as it not been triggered.
Can you please advise?