You are going to create a workflow where user can scan to his/her Sharepoint 365 account and set a folder property (column value for the folder).

Requirements:

  • Sharepoint 365 account
  • Random testing document
  • MFP client or PC Client

How to do:

  1. Create a new workflow with the name: "Set Column Folder per Library in Sharepoint";
  2. Drag a client capture module (PC client or MFP based on the used client):
    1. Create a selected question named "Select item for column folder" with an item list type Sharepoint. Select the target List/Library and choose "List items" as return type. The return value by default will be ID;#Value but in this case a specific column has been set as return value: Title.
    2. Create a selected question named "Select folder" with an item list type Sharepoint. Select the target List/Library and choose "Folders" as return type
  3. Drag the Sharepoint connector and configure it with the following settings:
    1. As Sharepoint Site address the complete Sharepoint Office 365 address 
    2. Enable Office 365 CheckBox
    3. As Username your email for Sharepoint Office 365
    4. As Password the Sharepoint Office 365 password
    5. As List/Library click refresh and it will update the list and check even if the connection has been successful. Select the target List / Library which will have the target property to update.
    6. Open the List/Library Properties, locate the target property to modify, insert the complete variable name configured in the question (e.g. %ITEMLIST%) or pick up it with the variable button;
    7. As Folder, insert the complete variable name configured in the question (e.g. %FOLDER%) or pick up it with the variable button;
    8. Enable Set properties on folder, this is a new Sharepoint connector settings which sets the value of the folder column/columns equal to the properties of the last document just uploaded;
  4. Check the output profiles;
  5. Save the settings;

You can now try to use the workflow by using the MFP. The document will be stored on the specified Sharepoint Office 365 Site, in the target selected folder and the document and the folder will have the target property or properties set with the value dynamically selected by the user.

 

Note: Sharepoint columns are always defined at List / Library level and visible for all entries (folders and files), however with the new "Set Properties on folder" setting it is possible to set the column values also for the target folder entry equal to the just uploaded document.

 

- Link to video: