If you are using the "Find Entry" activity, then "Parent Folder" should be a default option returned, and can be selected as the target entry for later activities.
If you are using the "Search Repository" activity, you can select the "Parent ID" from the Additional Properties option, to get the Entry ID of the parent folder. You can also select fields to include as part of the search, so you can select your school year field to retrieve it.
Here's an example of what a workflow using the "Search Repository" activity could look like:
Set the "Search Repository" activity with the parent ID and school year field as explained above.
Have the "For Each Entry" activity loop through each entry returned from the "Search Repository" activity.
Have the "Find Entry" activity find the entry with ID = %(ForEachEntry_CurrentEntry_ID)
Have the "Assign Field Values" activity target the "Output Entry" from the "Find Entry" activity, and assign the school year field using the School Year token from the current entry of the "For Each Entry" activity.
Does that help?
So am I supposed to choose either "Search Repository" or "For Each Entry". How do I get the year from the document within the folder?
The first bit, I was just explaining that either search method can get at the parent of an entry.
In the screenshot example, it is specifically using the “Search Repository” activity. You need to craft a search for the document entries within the folders. As part of the “Search Repository” activity, you want to select two options, that it retrieves the parent ID, and that it retrieves the school year field.
If you are using the "Search Repository" activity, you can select the "Parent ID" from the Additional Properties option, to get the Entry ID of the parent folder. You can also select fields to include as part of the search, so you can select your school year field to retrieve it.
Does that make sense?
How do I do that? What do I do for the Feild?
I'm sorry - but it isn't clear what you are doing in that screenshot with the criteria. Is that criteria for a starting rule of your workflow, or is it criteria within an activity in your workflow?
If you want to set-up the example I showed, then when you are setting up the "Search Repository" activity, it has options to include additional information that is retrieved as part of the search.
You can include "Parent ID" as part of the "Additional Properties" setting. You can include your "SS-School Year" field as part of the "Fields" setting.
It'll look something like this screenshot (only your Fields will show "SS-School Year" instead of "Date"):
With those selected, those are now tokens that you can use in the workflow.
That is my starting criteria.
Okay, so since you are starting with the document, you don't need the search criteria to search for it.
But I don't think the Workflow automatically gets the parent entry information for the starting entry, so you may want to use the "Find Entry" activity. If you use "Find Entry" to find the starting entry, then it automatically will include an option for the parent entry.
Then when you are selecting the entry to target with later activities, such as an "Assign Field Values" token, you can target the parent entry pretty easily.