You are viewing limited content. For full access, please sign in.

Question

Question

Workflow to Move Folder w/ Contents Based on a Status Field Trigger

asked on October 22

We are currently working on development of a workflow for a Participant's Retirement file to enable the moving of that file from one "Process Folder" to another in our repository. 

This workflow movement would be triggered by the update of a "Status" field template applied to the core Folder template itself, and not necessarily change any documents held within.

The folder however, and all its contents must move in sync. Currently the only "Route" features I am seeing in Workflow Design are those at the entry level, where suggestions are to Find All Entries (only looking to find those in the Participant subfolder and not entire repository) and "create" the folder again from the original location. This feels counterintuitive, but I'm not sure how else to move a full folder along the process through the trigger of a specific change in the status field.

 

0 0

Answer

SELECTED ANSWER
replied on October 22 Show version history

The folder itself is an entry, so anything you can do in workflow regarding a document can also be done to a folder.

If you route the folder entry to a new location that will include everything in the folder.

Your workflow triggers based on entry changes can work on changes to the folders too.

0 0

Replies

You are not allowed to reply in this post.
You are not allowed to follow up in this post.

Sign in to reply to this post.