Skip to content
  • Register

    • Saving file reference entities in a dynamic folder

    Unknown
    Unknown
    in Flows
    Saving file reference entities in a dynamic folder

    Comments

    • Unknown
      Unknown

      I have an application where I will need to save files into specific folders by date. I figured out how to use the merge text editor to create the folders, and I think that the same logic will work to save the folders but for one thing, which is that I will have two folders with the same date.

      I need to save files into two different folders (each file will only be put in one place, not both)
      Wire forms8-19-20
      Transaction Documentation8-19-20

      If I use the text editor to build the folder name of 8-19-20, how do I tell it which Parent folder it should use?

    • Unknown
      Unknown

      You can use a Fetch Entities step with the below properties to dynamically fetch a folder by its name:
      [ul][li]Type: Folder[/li][li]Show Outcome for Single Result: True[/li][li]Fetch Criteria:[/li][li] entity_name | Equals | (Merge text for todays date in the same way you did to name the folders ex. 10/6/2020)[/li][li] deleted | Equals | False[/li][li] full_path | Contains | (either Wire Forms or Transaction Documentation) [/li][/ul]
      Use the Result outcome path for a Save Entities or Create Document step to map EntityResult.FolderId into the ParentFolderId parameter of the new file reference entity or document.

    Sign In or Register to comment.

    Howdy, Stranger!

    It looks like you're new here. If you want to get involved, click one of these buttons!

    Sign In Register

    Quick Links

    Categories