Cloud Workflow: How do you search for a folder by its name?

replied on May 25, 2022

How is the name being determined? Is it in the document metadata?

Not sure if this is the most efficient way, but you could try this:

Use the Search Repository activity, where the folder is the Fiscal Year of the document:

Limit to one result:

For Each Entry

So basically you are moving the document to the same folder as your first Search Repository result.

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replied on May 25, 2022

Thank you Michelle,

Sadly, the folder is named by account number. The account folder itself has no metadata, unfortunately.

In my workflow, the Account number is gathered from a pattern match from the incoming document name (it does not have the client name on the doc name).

The folder path will be variable, ie. \Client files\Rep Name\AlphaLetter\Client Name\{account number}.

I had built a different workflow to solve this problem, but it crashed the AWS SQL database and Laserfiche Support was forced to shut down the workflow. No kidding!

<RANT>If Cloud Workflow had a simple way to search for a folder or document by name, I wouldn't have had to build a complicated workflow that broke their Cloud SQL database! Are you listening Laserfiche? <END OF RANT>

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replied on May 25, 2022

I agree, having to think of all these workarounds in Cloud is definitely challenging. Can you replace that Fiscal Year token in my screenshot with your Account Number token?

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replied on May 25, 2022

Hi Michelle,

I can't be so precise. The folder could be anywhere.

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Cloud Workflow: How do you search for a folder by its name?

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