Question

Workflow - New Document Inherits Folder's Metadata

Workflow

Updated October 21, 2021

asked on October 21, 2021

Scenario:
I have a new document that I am adding to an already existing folder. I drag and drop the new document into the folder.

Question:
How can I get the folder's metadata to be automatically copied into the new document?

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Replies

replied on October 21, 2021

In the Metadata Field setup (where you set up the metadata fields) put %(parent) as the default value and it will inherit the value from the folder's assigned Metadata

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replied on October 21, 2021

You have blown my mind! Thank you!

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replied on October 21, 2021

Just so you know, it only works for new files, it won't affect files that are already there.

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replied on October 21, 2021

that is even more perfect! Thanks so much!

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replied on October 21, 2021

Wow, Steve, I didn't know you could do that! I'll have to look and see if maybe I should change to that. Currently, I am using a workflow to do that.

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replied on October 21, 2021

Thanks for sharing this too. I don't have access to the admin console, so I'll have to incorporate this into my workflow instead.

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Workflow - New Document Inherits Folder's Metadata

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