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Questions with Topic Workflow

asked on November 4, 2013

how do I ste up Dynamic folder creation in a workflow?

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replied on November 4, 2013 Show version history

This is a little bit of a vague question. If you wish to use certain field values to set up folders, then you need to retrieve the field values or create tokens that you can use in coordination with a root folder structure (say all accounting template files go to \Accounting\.....) and then at the end or in between set values you use tokens.

 

If you set up tokens and use the "Retrieve Field Values" activity to get unique information like what I did above, then you can have a file be routed to a unique location and Workflow would create the folders by default if they do not exist.

 

You also can use a "Create Entry" activity with the same type of destination location to create a subfolder with that path. 

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Replies

replied on November 4, 2013

Hello!

 

Kenneth has the right idea here. You will need to use Tokens (which act as place holders). This will allow Workflow to dynamically route folders and documents for you. Another cool trick you can do is if you right click on any token in Workflow, you can go to the Token Editor which gives you access to even more options. 

 

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