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Workfront document folderID

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Level 2

Hi!

 

Could one of you help us solve our challege below?

 

Challenge
As a Fusion admin I like to start a workflow only if documents are uploaded in a certain sub-folder. This subfolder is created on the project template and contains a template folder ID that can be retrieved easily. However, this template folder ID (or for that matter the folder ID in general), is not stored on the document information and cannot be extracted in the document information outputs.

Background
We want to create an automated process that trigger is assets are uploaded in bulk to a specific folder in the project. Once uploaded to that specific folder, the files are moved to a document folder on sub-task level based on the naming convention of the file.

Ask
Is there a way to retrieve the folder information of the location where the file is uploaded? Such that this ID can be matched to the folder template ID from the project template?

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1 Reply

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Level 3

Hi @RobSt,

 

In this case you have two possibilities either process each asset as it is uploaded, have a watch event on documents where you have certain project id = takes all uploaded documents 1 by 1, or have a script that would run every hour or day or whatever frequency you would need.

 

For the first option you can configure that only documents are fetched if they are uploaded to certain project and then based on naming/folder location move it to the designated task/sub-task, to do this you can search for the details of uploaded document, turn on advanced settings and search the collections for folder details where the document is uploaded to.

 Document_Collections.png  

 

Second option where you process this in certain intervals is to query the project documents, and check their folders attribute directly, please refer to the screenshot bellow, using this option you get same data as above.

Project_Document_Details.png

 

As to why different approaches, in the first case you always have to take details for each document and on every upload, imagine bulk update of 1k assets, it would create a lot of operations, with the second approach you have the flexibility to get all of the data at once and then do the processing, but the solution depends on the requirements like processing time etc..

 

Hopefully this was helpful. If you have any further questions please reach out.

 

Best regards,
Ivan Bebek