I am trying to create a workflow and am not even sure where to start. I tried looking through the templates for something similar but here is my flow
User fills form>Create a new folder based on a choice from the form>Generate the folder name to start at 01
So the next time someone fills the form, the new folder name would be 02
Hi there. So a couple of things:
Keep us posted.
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These folders would be saved in SharePoint and the reason for the different folders is because of all the different projects we have and all the documents we want to save related the projects would go there.
Got it. It helps to understand the whole process sometimes in case a little flexibility could save a bunch of work.
Ok, so I'm going to also bring in @AKRogers since she's super awesome at SP. But I'm thinking it will just be a matter of storing the last number used in a SP List somewhere, then calling that and updating it with your flow as new folders are added.
@edgonzales was definitely on the right track when asking about the need for folders! Will you ever reach a maximum number, or will each type of project folder (i.e. "02 Customer Documents") just always continue to increment?
Assuming you just need to increment the integer on the folder name we'll need to do two things inside the flow to keep the "latest" number up to date:
One final suggestion is to create one library per Project Type so that your metadata is consistent and so that users understand what they are getting when they go to a particular library. This way you also don't have to juggle "02 Customer Documents" and "02 Field Surveys" in the same library.
Let me know how it goes!
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Hi @Anonymous ,
Please take a try with @AKRogers 's solution and please feel free to ask here if you have any questions.
Community Support Team _ Alice Zhang
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I think we might need to step back and break this down a bit! You did not need to create a new library with new columns right off the bat; that was a suggestion to help keep things straightened out down the line.
If you were able to follow my suggestions from the other day, can you please post the new version of your flow so that we can see where you're trying to implement the new steps? If you're still feeling a bit unsure, let me know and maybe what we need to do is break it out step by step.
Sounds good, I will explain why this flow is needed and what I am planning to use it for. I work in an engineering department and we get assigned new projects or come up with new projects and we have a user form that has to be filled out whenever someone is assigned a project. The user form consists of the date it was assigned, which division does it fall under a brief description of the project
We have 7 different divisions, so if the user submits the new project form that falls under division 1 it would be named MFG.020.001 and if it falls under division 3 it would be named MFG.002.020 but into a different folder. So the three middle numbers would keep going up in count regardless of what division it falls under.
The middle 3 values are the year the project was submitted, so if it was submitted last year it would be MFG.019.001 and if it was submitted this year it would be MFG.020.001. So the counter would have to be different every year.
So this would be the flow:
The user submits the form choosing division the project is ->Create a new folder named MFG.001.020 and the middle 3 values would increase in the count after another project is submitted regardless of what division it falls under. The new folder would also be created under the chosen division.
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