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Question

Automated Folder Creation

asked on July 10, 2023

Hi,

I have a request and not sure if this is possible. One of our Legal Council would like to have required folders under a new patron automatically be created once the new patron file is created. Is this possible and if so, best way to create it? Thank you.

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Replies

replied on July 10, 2023 Show version history

You could create a workflow rule that triggers when a new folder/entry is created. Ideally, you want this to be as specific as possible so it only runs under specific circumstances.

For example, if all of the "patron" files are within a specific subfolder you could make a rule that only applies to the "Entry Created" event, only targets folders, etc.

If you want/need to get more specific you can do more like adding a condition for a specific template, but in that case you'd have to make sure the template is assigned at the time of creation otherwise it wouldn't run if they forget to set it.

If you have a multi-repository environment, it wouldn't hurt to also have a rule that defines which repository this applies to, and maybe a rule to exclude your workflow user service account so it only triggers when a user manually creates the initial folder.

The idea is to make the rule specific enough so it doesn't get triggered more often than it should.

With the Workflow itself, the triggering entry would automatically come in as the "Starting Entry" so you could build a workflow that then adds all the necessary subfolders.

If you use the Create Entry activity with the desired path and check the box for "Return existing entry if found" you can also avoid issues with duplicates.

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replied on July 11, 2023

Thank you @jason smith - will look into this.

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replied on July 11, 2023

We have also used a Forms Process to kick off a folder creation process. On the Form they would enter the Customer info, upon submission, the form calls a Workflow that creates the File Folder with predetermined Subfolders while also applying the metadata.

A little more advanced but it's also possible to trigger this from the repository when in the Master folder to just create the subfolders in the existing folders

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replied on July 12, 2023

Thank you @Steve Knowlton!

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