Question

Copying template field data to sub sub documents/folders

Workflow

Updated February 13, 2020

asked on February 12, 2020 • Show version history

I currently have a workflow setup that is supposed to look for a field data change and

copy the field data from the parent folder and change it for the subfolders. It works correctly for the sub folders, but will not work for any sub sub folders/files. How do I get it to change to field data all the way down through the folder structure?

Example: Field data is changed on the parent folder (Duck, Donald). The workflow will change the field data on the application, benefits, certifications, job descriptions, paf, performance reviews, and policy folders. It will not change the data on the enrollment form, payroll deduction, or proof of dependency sub sub folders.

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replied on February 12, 2020 • Show version history

This is how I would do it.

Start the workflow on the parent folder, read the metadata from the parent, find all subfolders of the parent, enter a "For Each Entry" loop to apply the metadata to each child folder. Then after the metadata is applied, invoke the workflow on the child folder (For Each - Current Entry) before exiting the For Each Loop.

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replied on February 12, 2020

No, to process both Folders and documents, you add the "Type" property to the Find Entry activity and then use a conditional decision to process documents one way and folders another.

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replied on February 12, 2020

So would I create a new "for each" under the invoke workflow so it would pick up the sub sub folders/documents? There will be some documents listed in the sub sub folders (enrollment form, payroll deduction, proof of dependency) as well that will need the field data updated on them.

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replied on February 13, 2020

Thank you! I've got it working correctly now.

Tiffany

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Copying template field data to sub sub documents/folders

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