Workflow

Workflow rule - Add folder and sub-folders

The
Add folder
 action automatically creates and names a folder when the selected trigger conditions are met. An additional option can create up to twenty subfolders in the same action.
Once you have selected
Add folder
 as your action, the following fields are displayed:
  • Folder name
     - This is the name of the folder. Depending on the trigger, you may use
    Insert variable
     to assign a name based on the source that triggers the Action (a file or file metadata iSheet).
  • Automated folders and sub-folders will inherit parent folder permissions
     - By default, the folder inherits permissions from the parent folder. Deselect this option to make it possible to edit the
    Folder
     and
    Files
     permissions; these can be granted or removed for each user or user group.
  • Location
     - Where the folder is created.
  • Move triggering file
     - if a file or file metadata iSheet is your rule trigger, select this to move the trigging file to the created folder. If a folder with the same name already exists, then the triggering file is moved to that folder.
  • Link folder to
     - as of October 2022, if the rule is triggered from an iSheet with one or more
    folder link columns
    , then you may add a link to an automated folder in a folder link column.
  • Move file from
     - as of November 2022, if there are one or more attachment columns in the triggering iSheet you may select attachments and move them to the automated folder.
  • Sub-folder(s)
     - An option to add up to 20 sub-folders in the parent folder. You may also use
    Insert variable
     if the trigger supports this. Sub-folders inherit parent folder permissions.

Variables

You can add variable content to the Folder name field. Variables are used to dynamically retrieve data from the trigger source.
For example, you may want to automatically add a folder with a name based on data from the iSheet record that triggered the action.
Select
Insert Variable
 next to the
Folder name
 field to display the
Insert variable - Folder name
 window.
In the
Variable to be used
 dropdown, you will see all variables available to you. In this example, we have
Client name
.
Select the variable that you want to use and select
Insert
.
So in this example, when the folder is created it will use the value stored in the Client name column of the triggering iSheet record.
You can use multiple variables, and text, to create a folder that has references to multiple characteristics.
Select
Add action
 to trigger multiple actions, such as adding a task or sending an email.
Select
Save
 to save your actions.

Automatically move a triggering file to an automated folder

You can automatically move a file to an automated folder, this avoids having to manually sort many files.
When you create a new rule, you must first enter the details of the rule.
Enter the relevant details, then select
Save and continue
. The
Triggers
 tab opens.
Ensure that your rule trigger is set up correctly, and add in the details for the rule trigger.
Select
Save and continue
 once you have entered all of the relevant information. The
Actions
 tab opens.
In the
Actions
 tab, select
Add folder
 as your action. The
Move triggering file
 check box is available.
Select the
Move triggering file
 checkbox to enable this functionality. When this workflow is completed, the triggering file is automatically moved to the selected folder.
Add a link to the automated folder
As of October 2022, if the rule is triggered from an iSheet which also contains a
folder link column
, then you may automatically add a link to an automated folder.
If the rule action automatically adds a folder and, if the triggering iSheet has one or more
folder link
 columns, you can select which folder link column is updated with links to the created folder.
Select the name of the folder link column from
Link folder to
. If more than one folder link column is available, you may select multiple columns.
Select
Save
 to confirm your changes.
Move a file from an attachment column
As of November 2022, if there are one or more attachment columns in the triggering iSheet you may select attachments and move them to the automated folder.
In the
Actions
 tab, select
Add folder
 as your action.
Enter a folder name, or select
Insert variable
 to create a dynamic folder name.
The
Move file from
 drop-down menu provides a list of attachment columns.
Select up to ten attachment columns. Attachment files are moved to the automated folder.

Save and activate

When you save your rule, you are redirected to the rules screen.
In this screen, you can view the name, status and last modified date and time of your rule, and also who modified it.
Additionally, you have access to the
More actions
 menu.
The options are as follows:
  • Edit
     - allows you to edit the rule
  • Activate
     - lets you activate your rules and changes the status from
    Draft
     to
    Active
    . If you select
    More actions
     on an active rule, you can instead
    Disable
     the rule
  • Delete
     - allows you to permanently delete the rule
  • Clone
     - allows you to duplicate a rule or workflow

Activating your rules

Once you have created your rules, they must be activated if you want them to trigger. Click
More actions
 >
Activate
 to do so. If you activate rules but your workflow is not active, you receive a warning message.

This article applies to:

  • Product: HighQ
  • Subject: Workflow