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Question

Question

Move folders (with sub-folders and documents) to a new folder in Workflow

asked on December 9, 2020

Currently I have a lot of documents stored in folders by vendor name.  These folders can have a structure that includes the vendor as the parent folder, with documents in that folder as well as possibly in  sub folders by document type, such as W9s. 

I'm trying to organize these folders by year.  I can do a search by vendor setup date, which all docs have in their metadata, and get all 2019 forms, for example, and then I want to move them all, retaining their folder structure, under a 2019 folder.  

Typically I would go to the Laserfiche Windows client and create a search that would return all docs for a particular year, then use the syntax from that search in a Search Repository activity in Workflow. I would then use For Each Entry to identify properties about each document and use those properties to perform other actions, such as moving the entry to a new location.  So, I'm thinking I should be able to determine the folder structure of each entry and then replicate that structure under a new 2019 folder, but I can't seem to figure out how to do that.

If anyone has done something similar I would really appreciate some guidance.  Thank you.

Example:

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Answer

SELECTED ANSWER
replied on December 9, 2020

Hi Mike

I kind of see two approaches to this

One is to search for all of the documents, take the Document full path and apply a regex to it to create a token to the Vendors Folder, so you can use that in your Move or Route to path, appending your year to the path to create the folder

Second would be to Search for the Vendor Folder, and inside the For each entry loop (Vendor Folder), search for the Documents and then route them using the Vendor Folder Patch with the year appended to it

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Replies

replied on December 9, 2020

Both options sounds reasonable; I'll go ahead and try the first one and see how it goes.  Thanks.

smiley

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