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Question

Question

rename a folder based on Metadata

asked on January 26, 2018

Hello,

I have a workflow that uses Metadata from a form to update client information.  Is there an easy way to rename the folder based on the new metadata from the Form?  (I have the form updating the template however I don't know how to rename the folder - I am able to rename the file within the folder)

Thanks,

 

Jennifer

 

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Replies

replied on January 26, 2018 Show version history

Hi Jennifer,

You'll want to invoke a new workflow from the Form and do the rename work in Workflow. The only trick is to identify the path to the parent folder OR a document inside the folder you want to rename. If, by using metadata you have within the form already you can use a Find Entry in workflow to find the actual document you are updating the metadata on then you're golden. I presume you do because it sounds like you're using a Save to Repository task in Forms to update the existing metadata on the client document in the repository already. Using that same path you should be able to use Find Entry to find the document and that activity provides a ParentFolder_FullPath token which should contain the entire path to the parent folder including the name of the parent folder. Use another Find Entry and point to that new parent token so you've found the parent folder. Then use a Rename Entry activity to reference that parent folder found by the Find Entry and rename it to what you want.

If you want to go back and forth to Forms and do things with that folder often during a process I often use a variable in Forms to store the path so you can just retrieve that directly in Workflow the next time you start the process. Use the Set Business Process Variables activity in Workflow to push that path you now have just found back into Forms to keep for next time you need it later in the business process. (Only if you need to use it for other workflows in the same process)

Hope that helps!

EDITED: fixed some wording as i misspoke slightly about the solution.

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replied on January 26, 2018 Show version history

Hi Jenifer,

 

When creating the starting rule for the WF there is a tick box, which allows you to run the workflow on the parent folder of the starting entry. That's one way you might be able to do it?

Normally you would be best moving the document to a new folder path built from tokens, but it sounds here like you want something very specific.

Hope this helps!

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replied on January 26, 2018

Hi Chris,

Thank you for your response.  Unfortunately I am not using a starting rule for the WF as I published it as a Business Process.  

Thank you for your help.

 

Jen

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