I want the last step in my workflow to save to a folder. However, none of my documents are being saved there. I have my task that has the input as my folder name, and the “starting folder” is selected using the gui. The workflow says it completes without errors, but the document never shows up. We use this in other workflows and it seems to work fine. Any ideas? Is it a formatting issue? I have no weird characters in my folder name.
Trace the workflow and check that task. Should tell you what folder it’s trying to move it to.
I agree with @MikeGross. The workflow recording or Audit Trail will be helpful in identifying what is actually happening (or not happening) behind the scenes.
It may also be helpful to attach a screenshot of your task and folder structure to better enable users to assist.
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Maybe the folder you create doesn’t have security access to. I using put a remove from all folders task in the add to folder action. I would check security on the folders and validate the format of your format string like others have mentioned.
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We do the same.
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So it turns out if I put the folder name in the “input” field in double quotes, it works.
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I’m pretty sure as a rule, to reference entity names in Docstar workflow (like groups, workflow names, folders etc) have to be in quotes. If it’s valid, as you type a dropdown should appear with the name(s)
This is correct. The quotes make it literal while everything else is a variable of some kind.