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Question

Question

Auto File by fiscal year

asked on July 15, 2014

What is the best way to have Workflow create a folder structure and file by fiscal year rather than calendar year?

 

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Answer

SELECTED ANSWER
replied on July 15, 2014

Hey Terri,

 

Can you provide a rough example of what you'd like the folder structure to look like?  

 

We have a couple examples in the Solution Exchange (Article 1, Article 2) that briefly touch on workflows auto-filing by fiscal year.  Hopefully this should be enough to get you started.  If you would like further clarification, please provide an example of how you'd like the filing structure to look like and I can try to come up with more specific information for you.

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replied on July 15, 2014

This is exactly what I needed. Thank you Rob. 

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