Question

Help Adding a Folder to Each Employee's Folder

Workflow Version 9

Updated October 17, 2014

asked on October 15, 2014

We have an employee's folder structure as follows:

Personnel Folders
- A
  - LastName, FirstName - 1234
    - Salary
- B
- etc.

I need to add an "Other" folder to each Salary folder within an employee's folder. I have a Workflow that I thought would work, but it seems to only be searching through the folders within the Personnel Folders and not any of the subfolders. Below is a screenshot of the current Workflow:

How do I get it to search through all of the subfolders of Personnel folders?

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Answer

SELECTED ANSWER

replied on October 15, 2014

Instead of using the "Find Entries" activity (which you named Find Folders), you can use a "Search Repository" activity and the search query would look like

{LF:Name="Salary", Type="F"} & {LF:LOOKIN="RepositoryName\Test Folder\Personnel Folders"}

Then you can also avoid the conditional check if it's a salary folder or not.

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replied on October 15, 2014

How could you specify the advanced search syntax to find all "Other" folders that do not reside in a folder named "Salary"?

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replied on October 15, 2014 • Show version history

Will you still be only looking inside the Personnel Folders branch? If so, then the search syntax would be

{LF:Name="Other", Type="F"} & {LF:LOOKIN="RepositoryName\Test Folder\Personnel Folders"} - {LF:ParentName="Salary"}

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Replies

replied on October 15, 2014

Side note: as of Workflow 9.1, Create Entry has an option to return the existing entry if it finds one. So you can just replace your routing decision with just a Create Entry activity.

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replied on October 17, 2014

Miruna, how does that setting work exactly? I was reading through the help file on it, but I don't think I completely understand. Can you give me an example of how it would be used?

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replied on October 17, 2014

It's basically a "Find or Create". Say you have this folder structure

Root
- A
  - X
- B
- C
  - X
- D

And you want to have a folder called X in all A-D folders. If you set Create Entry to return the existing entry if found, then for folders A and C Workflow will not create a duplicate folder X. For B and D a new subfolder will be created.

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replied on October 17, 2014

That makes sense. Thank you.

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Help Adding a Folder to Each Employee's Folder

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