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.
Question
Question
Automatically create a folder in the repository based on name of applicant
asked on April 6, 2018
0
0
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.
0
0
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.
1
0
You are not allowed to follow up in this post.