The parent folder has the same template

I used an even simpler copy metadata workflow and that worked. All it consisted of was:

find entry with the token %(Entry Path) and Copy Metadata [copied from: Starting Entry and Copy to: Other entry pointing to Find Entry path token]

Both workflows started from: testfolder\EMPLOYEE, TEST\test doc but only the copy metadata worked

I got it working by fixing the assign field values to get the token.

My other question is how to make this workflow go through a series of folders. There is the main folder -> subfolder -> documents. Essentially the workflow should go down the line of subfolders updating the employee ID from the doc to the parent folder, all within the main folder.

Hello Nicholas,

I am going through same task and wondering if anyone have found the solution.

Could you please guide on how you made "Copy metadata" work.

My requirement is as follows:

1) I have a "PERSONAL FILE" master folder, containing  sub folders named as "Employee number-Employee Name" (TO THESE FOLDERS I HAVE TO APPLY TEMPLATE)

2) Inside each above mentioned Sub folders there are 3 Sub folders(Recruitment Process, Official information , Personal Information).

3) Those 3 Sub folders may further contain more sub folders as per the document type.

4) The actual document will be in 3rd level of subfolders.

From the document i need to copy the template to 1st mentioned "Employee number-Employee name" folder then copy only 2 field values from it.

Please see below screenshot for further understanding.

Description of screenshot:

Inside "01-Application for Employment" folder the actual document with template will be there, whose template and 2 field values I need to copy to "1111-Employee name 1".