Nov 21 2017 02:40 PM
Hi folks
How can I create a folder in a document library everytime e new value is insertered into a specific branch of a term set in the term store?
We, a team of 10 sales guys, have a term store where we maintain our customer names within our Office365 SPO environment. We came up with a workflow done with Sharepoint Designer (Sparepoint2013 Workflow) that creates a folder based on the value of the customer name in the term store everytime we upload a document to our library and asign related metadata for the 1st time.
So the workflow is
This works, but create the folder only after we generate a document for the customer for the first time.
We are looking to have something like this:
What would you suggest how we appoach this task? The programming of the wórkflow is not so much the issue. We would more appreciate a suggestion on the general approach how to do this.
Thanks
Stephan
Nov 22 2017 12:42 AM
Nov 22 2017 07:16 AM
Thanks for your feedback
I do want to stick with the non-coding tools since we are only power-users and not developers.
I will do some further research on this issue. Maybe I can I find a solution that comes with the built-in workflows of SPO.
Nov 26 2017 05:14 PM
Not exactly what you are asking, but you may find the Content Organizer helpful, it does not require any coding. see https://support.office.com/en-us/article/Configure-the-Content-Organizer-to-route-documents-B0875658... for the details.