I have a folder that stores documents that has gone through an approval process, how do I create a link between the documents already existing in the folder and new entries based on the relationship between them?
Question
Question
link new entries to existing document
Replies
Use a Find Entries or Search Repository activity to get the set of entries you want to link, and then use a Create Link activity to create the link relationship. If it's a many-to-many relationship, you may also need a For Each Entry activity to loop through one set of entries, linking each document in the set to another set of entries. If you need the link relationship to be different depending on the document, you may need to use a Conditional Decision activity with a separate Create Link activity in each branch.
I did this, but i still have my initial problem, instead of creating a link to one document, it links to all the documents in the folder.
how do I let the workflow target just one particular document, rather than all the available documents
I don't have enough information to answer that. How do you know which documents should be associated with each other?
Generally, you'll want to either:
1) Use a Search Repository activity to find a specific document to link to the source document
2) Use a For Each Entry activity + conditional activity (inside the for each) to evaluate whether the "current" iterated document should be linked to the source document.
i will try this out, thank you