Hi Sheila, 

I took a look at the workflow definition you sent to Presales, and saw your concern about a shortcut being created twice.  Below are a few general issues you'll want to address.  In my testing, I saw the shortcut problem resolved after making the following changes:

1.  If your intent is to have this workflow run for each document returned by your Find Entries activity, you need to make sure the rest of your activities reference that activity properly properly.  

You would do this by moving the rest of the activities into the For Each Entry loop you have in the definition.  Then you'd have the activities within the loop use the Current Entry of the For Each loop.  Kevin's response above gives a good example of this.

You will also want to use the %(ForEachEntry_CurrentEntry_Path) token as the destination of your shortcut.  

2.  Within your Conditional Sequence, your Create Entry activity simply creates a folder, when it seems you wanted the document to move as well, judging by the description you wrote for the Conditional Sequence.  You need to use a Route Entry to Folder activity to do this.  

Workflow can automatically create the destination folder if it doesn't exist yet.  Take a look at the section Action > To configure the Actions tab to learn how to configure this.

3.  You can use regular expressions and formatting directly on a token by using the Token Editor, as opposed to having separate activities.  

After doing the above, I ran the workflow and it created a single shortcut for each document whose date received was set to today.  Below is a screenshot of the modified configuration:

I hope all this helps.  As you build, the Laserfiche Workflow Help Files will be very useful.  There's good documentation for each activity as well as guidance for configuration.

Are you asking if it's possible or how to do it? Workflow can create folder for you based on information you read from the document.

Hi All,

Thanks for the reply, Miruna. Yes I want to know how we can achieve this using workflow. Any possible solution to do this?

Workflow should move the documents to RMS according to the defined folder structure on LF and then create the respective years as record folder for each underneath department. 

Kind Regards,

Sheila

Hi Miruna,

Thanks for your help. I tried to create the folder as per the help file provided and it works.

I would like to add below conditions in my workflow.

If DateReceived= TODAY then Move Entries to my newly created folder.

Which activity must I use to do the above date comparison. Note that DateReceived is a date field added in all documents?

Thanks to advise

Kind Regards,

Sheila

Hi,

 I want to keep a shortcut of my document in its original folder once the document has moved to RMS

I am having an issue when creating shortcut of a document, 2 copies of shortcut are being created. I have used the route entry to folder activity name.

Thanks to reply

Kind Regards,

Sheila

Hi Caroline,

I have eliminated some activities as you mentioned. But I am still having issue as 2 or 3 copies of shortcut documents are created. I have noticed that for every department that is found under the Registry folder, the number of shortcut documents is dependent on these. Can I please get some advice where I did go wrong?

Thanks to reply.

Hi,

I want to move these documents based on a workflow scheduler. I have added the schedule rule which runs on a daily basis and conditions have been created : Entry Type=Document and Path=\name.

However, I can see this is working. But when I run the workflow for a particular document, it works.

Thanks to advise

Kind Regards,

Sheila