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Question

Question

Automatically create a folder in the repository based on name of applicant

asked on April 6, 2018

Upon submission of HR On Boarding forms through a process I have specific forms going to specific folders in the repository.  However what I would really like is when the forms are submitted a folder titled with the applicants name is automatically created inside a specific folder.  For example; when John Doe completes his paperwork all forms pertaining to payroll will file into an auto generated folder named John Doe.  That John folder is inside the Payroll Folder.

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Replies

replied on April 6, 2018 Show version history

Forms will automatically create the folder for you if it doesn't exist. Just use the "{datasest/Initiator_displayname}" token to capture the person's name who is filling in the form.

saveWithInitiatorName.PNG
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replied on April 6, 2018

This is correct. Additionally, you can follow the instructions in this answers post to create new folders using Workflow. After a form and all of the paperwork is submitted and stored in the repository, you can use workflow to identify the type of file using the metadata and move it to a specified folder and create a new folder if needed.

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