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Question

Workflow is using tokens from folder not entry

asked on January 14, 2019

I am trying to run a workflow based on a schedule.

When I run the workflow it is picking up the tokens from the folder, not the entry inside the folder.

I am trying to do a Conditional Sequence based on a template field of the actual document. Not the template field of the enclosing folder.

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Replies

replied on January 14, 2019

If you're running the workflow on a schedule, then it would not have a starting entry. Where are you seeing the tokens from the folder?

A starting condition will assign a starting entry and there's a checkbox to have the condition trigger a workflow on the parent folder, but that doesn't apply to scheduled workflows.

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replied on January 14, 2019

I have an activity "Find Entry" in the workflow.

I am using the result of that, to do the "Conditional Sequence"

I am tracking the tokens and it is displaying the tokens of the enclosing folder and not the found entry.

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replied on January 14, 2019

If it is displaying the tokens for the folder, then the entry ID or path you are using is referencing the Folder.

The Find Entry activity retrieves exactly what is listed in either the ID or Path field, so the only reason you'd see those results is if it is retrieving the folder.

Have you compared the Entry IDs from your workflow to those of the folder and the target entry?

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replied on January 14, 2019

Yes, I have compared the Entry IDS and it is picking up the folder not the target entry.

 

I am attaching a screenshot of my Find Entry.

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replied on January 14, 2019

This is expected behavior. When you configure Find Entry this way, you're telling it to find the Entry with that path, not the contents of that path.

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replied on January 14, 2019

Thanks for the help. I used Find Entries and it works.

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replied on January 14, 2019

Good to hear. Just keep in mind that Find Entries returns a collection, so unless you're certain it will always be the first result you might need a For Each Entry loop with conditions to identify your target entry.

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replied on January 14, 2019

Thanks for your help.

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