Anonymous
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31 votesAnonymous
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5 votesAnonymous
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16 votes
Due to competing priorities, we have not planned to work on this feature on our immediate timeline.
Anonymous
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13 votesAnonymous
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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.