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Question

Question

Creating a Workflow to assign metadata template and field values from parent folder

asked on March 27, 2014

 

I'm creating a workflow where I would like the entries created, moved or changed within a folder will inherit the template and field info assigned at the folder level.  I am having a hard time trying to figure out how I can have the entry obtain the appropriate metadata to copy.

 

When trying to use the copy metadata activity, the "Copy Metadata From" option let's me choose "Other Entry" but I can't figure out how to link back to the folder.

 

Please help.  Thanks.

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Answer

APPROVED ANSWER
replied on March 27, 2014

The first thing you'll need to do is make the parent entry available to the Workflow. See this answer on finding that entry.

Next you'll point the Copy Metadata From to the output from that "Find Entry"

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