I have a scenario where a document and its parent folder share the same metadata. I would like to change the folder metadata when its is changed on the document inside. Is there a recommended Workflow to do this?
I don't know if this is the recommended method but I just did a similar thing (but in reverse - change to folder is copied to documents).
I have two starting rules - one for new entry and one for entry changed.
Workflow:
Find Entry for %(Entry ID) - Find Entries looks for same but on the Folder instead of the document.
Copy Metadata copies from Starting Entry to Find Entry/Find Entries result.
I hope this helps!
Do you have multiple files inside the folder? Does just the one specific file have the same metadata? If the other files have different metadata and you only watch for changes to all documents in the folder, you could end up putting the metadata from the other files on the folder. Cassandra has the right set up on how to do it, just watch how you change the starting rules. If it is only 1 specific document and it is named with some type of pattern you could pick out, you can put entry name in the rules. You could also take a little time and assign a tag to the single document in each folder you want watched and put the tag is set in the rules.
Thank you ladies for such great responses. It works perfectly!!!