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Question

FORM: upload file - WF: save to different folders

Version 10 Workflow Forms
Updated April 10, 2020
asked on April 6, 2020

Hi,

I have a form that allows file uploads. Depending on the department information provided the attached file needs to route to their designated folder in repository. I'm new to WF, does anyone have steps to accomplish this task?

Appreciate any help!

Thank you!

 

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Answer

SELECTED ANSWER
replied on April 9, 2020

From this screenshot it does not appear that you are saving the file upload from Forms after retrieving them. You would want a second set of create entry/attach electronic document activities, one set for the Word doc and one set for the file retrieved from Forms.

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Replies

replied on April 6, 2020

You can likely do this all in Forms. Is the department information provided on the form? If so, you can have your form collect the department information and all the file uploads. After the form submission, you can use a Save to Repository service task to save those forms to your repository. The key is using the variables to help make the location dynamic. Use the right arrow next to the Folder Path input to add a form variable. Your location will look something like \{/dataset/Department} which will take whatever Department was chosen and put it in that folder. You can also use the three dots to pick some folder location then add a variable so the form and the attachments save to a specific sub-folder. 

6.8.0
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View 4 previous replies
replied on April 7, 2020

Thank you Jared, this helps! We were wondering if there was a way to do it in WF as the form workflow includes WF task to generate a word doc and it routes to the respective folder already. But couldn't figure out how to move the attached uploaded file. Thoughts?

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replied on April 7, 2020

From Workflow, you can use a retrieve business process variable activity and grab the file upload field. Workflow can then save these file uploads to the same folder as your Word docs. 

 

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replied on April 8, 2020

Thanks Jared, will give it a try.

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replied on April 8, 2020

Hi Jared,

I think I am missing something. I am retrieving the variable "upload" via WF, have the Update Word Doc step, and the routing decision is in place. Everything works except, I don't see the uploaded attachment being saved. Help?

Thank you!

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SELECTED ANSWER
replied on April 9, 2020

From this screenshot it does not appear that you are saving the file upload from Forms after retrieving them. You would want a second set of create entry/attach electronic document activities, one set for the Word doc and one set for the file retrieved from Forms.

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replied on April 9, 2020

Thank you Ian. Do you mind showing me what that would look like for saving the file upload? I created the second set but I am not seeing how to save the file upload through the flow. I am a complete newbie to all this.

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replied on April 10, 2020

Update: I was able to figure it out (i think)! I was able to get word doc and uploaded file from form and route to the correct dept. Assigned a token to the upload variable and used activity "For Each File" in order for it to attach to electronic document.

 

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