Box Relay: Action to move file to a folder named after Metadata attribute value
Currently, you can have a trigger based on a Metadata condition. We would like to be able to have the outcome File Action to move the file to a folder that is named based on this Metadata value.
For example, if there is a Metadata template with an Attribute called "Organization" with a possible value of "HR", then you could have a workflow to trigger when the metadata template is applied and the workflow outcome would move the file to a folder titled "HR".
For another example, you could use a metadata template containing a date field and then move the file to a folder named by the metadata year and month.
This could greatly enhance the functionality of metadata and workflows (relay).
With this "Move to Folder named by Metadata Value" action, you could create a file inbox where once a file in uploaded and the metadata template is applied, the file could be automatically filed in to a given folder structure.
Ryan Off
shared this idea
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Anonymous
commented
Being able to use metadata values as tokens in Relay is needed, especially after the rollout of Metadata Extract.
As a use case, I have a workflow to take in new contracts via a form, use extract to fill the values in the metadata template, and then move the file into the folder matching the correct vendor.
Because Relay can't use the metadata value as a token, it can't automatically move the file into the folder that matches the value that extract put into the Vendor Name field. I need to have a pre-set list of vendors as a dropdown list in the metadata template. If a new vendor is added, I need to manually update the dropdown list in the metadata template and also create a new workflow for: if the value in the Vendor field is equal to X, move file to folder X.
A token would resolve this manual update. I should be able to tell Relay: when metadata template is added (after the extract), create new folder and name the folder after the Vendor value in the metadata template. Then, move the file into the folder that was created.