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Question

How to have Forms pick the right token for building a file name for the repository?

asked on September 20, 2022

Part of my new Form has the User select a Main Vendor from a list, however certain items from other Secondary Vendors fall under the Main Vendor. I'd like the file when being added to LF Repository to use the Secondary Vendor name when present or the Main Vendor name when Secondary Vendor isn't listed. I know a Conditional Gateway would achieve this easily but that would mean any future changes to how or where the items are stored are made they'd need to be done twice to both activities in Forms, is there another way to have the system correctly do what I want it to do or should I just make a Workflow that changes names when the Items are added in?

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Answer

SELECTED ANSWER
replied on September 20, 2022

In the Form, your could create a hidden field (such as  SaveVendorName) with a Formula that would Fill that field with the appropriate name, and then use that Field as your save to path.

example: IF(SecondVendorName ="", FirstVendorName,SecondVendorName)

Save to Path  SaveVendorName\etc

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replied on September 20, 2022

Oh that sounds perfect, one question though, would this work if both Vendor Names are drop downs filled via Lookup Rules?

 

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replied on September 20, 2022

Yes, as the field only has a value when selected

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replied on September 20, 2022

Just did a test and it seems to work, thanks!

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