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Setup and effect of automatic folder creation

Setting up automatic folder creation in d.velop composer

You can configure documents to be automatically uploaded to a subfolder of a document library. The stored property of the parent element (e.g. parent file) is used to identify the subfolder. If the subfolder does not exist, it will be created the first time a document is uploaded.

For example, you can collect technical documents related to a case in one folder.

This is how it works

  1. Open d.velop composer.

  2. Select the item for which you want to define an automation.

    Here: "Technical information" in the Structure > Element relationships > Design area.

  3. Select the function Create subfolder on upload.

  4. Define the name of the subfolder to be created in the Select destination folder for documents field.

  5. Alternatively: Specify placeholders in the Select target folder for documents field.

    Example placeholder

     ${item.ecsPlaneID}

    $: Use a dollar sign to specify the placeholder.

    { }: Inside the curly brackets, define different variables.

    item: Use item to set the current list item.

    ecsPlaneID: Set the reference to the current column with ecsPlaneID.

  6. Define the Relation fields.

    Here:

    Field (parent): "ecsPlaneID"

    Field (child): "ecsPlaneID"

  7. Save the configuration.

Effect of automatic folder creation

Your administration can configure things such that documents you save in center are automatically stored in defined folders.

In the example, this automatic function was defined for the "Technical Information" area. A new subfolder is created as soon as you save one or more documents in the "Technical Information" area. If the folder already exists, the document will be placed in the existing folder.

This is how it works

  1. If necessary, refresh center to load the latest configurations.

  2. Upload a new document to the desired area in center.

    In the example: "Technical information".

    A new subfolder is created under "Technical Information". This is done according to the defined rules. The uploaded document will be moved to the new folder.

  3. Refresh center to show the newly created subfolder.