Question

Workflow Not Saving Files Correctly

Workflow

Updated March 7, 2022

asked on March 4, 2022

Hello,

I have a workflow that somehow used to work.

We have an *incoming folder where the workflow begins.

We have a Template that includes the following:

FirstName

LastName

GraduationYear

The Workflow looks like this:

I want to get the student's information from the template.

Next, I want to rename the file entry to the StudentLastName, StudentFirstName.

Then, I want to move the file entry to the folder that is the Graduation Year.

I am getting emails for these but when I look for the folder (Graduation Year) it is not there. I only see my file named ",".

I am not sure what caused it to break but I am hoping someone can help.

Thank you!

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Answer

SELECTED ANSWER

replied on March 7, 2022

Found out what the problem was. The Workflow System User didn't have permissions to read the fields.

Once this changed, it worked.

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replied on March 4, 2022

A few questions:

1. What is the trigger / starting rule for the workflow?

2. What is going into the Incoming folder?

3. How are the documents getting to the incoming folder?

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replied on March 4, 2022

Hello Troy,

The trigger is the folder arriving into the *incoming folder. If it is in there already and we apply the template name of CUME or if the file is moved into the *incoming folder and it has the template name of CUME. All of these are triggers.

We have a copier setup to scan and upload to that folder.

Thank you!

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replied on March 4, 2022

Got it.

So a document is scanned into the incoming folder VIA a multifunctional device.

How is the student info getting populated?

If it worked before, you could look at the logs in workflow to see what is / not going on.

There seems to be a disconnect in the student information being provided, that is why your file name is "," because it doesn't know what the first and last name data is.

Make sense?

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Workflow Not Saving Files Correctly

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