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Workflow Automation: Create New ShareFile Folder

January 22, 2024

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You can create a new ShareFile folder directly in your flows using the Create ShareFile Folder action. This is useful if the new folder you need has a dynamic name or requires the use of field tokens.

EXAMPLE

When a new contract item is created in our app, we want to create a subfolder under our “Contracts” folder using the first and last name fields.

New ShareFile Folder 1

First, you’ll need a parent folder. Create the parent folder in your ShareFile account and Refresh Folder List from the main Account page under the Integrations.

New ShareFile Folder 2

Then add the correct tokens for the folder name.

New ShareFile Folder 3

The folder will be created in your ShareFile account when the action runs.

New ShareFile Folder 4

If the folder exists, you will get an error in your logs stating that the folder with that name already exists

The following characters cannot be used as part of the folder name and will be converted by ShareFile: **\ / : ; * ? " < > |**

Create a Custom Variable to accommodate these changes

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Workflow Automation: Create New ShareFile Folder

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

Workflow Automation: Create New ShareFile Folder

EXAMPLE

If the folder exists, you will get an error in your logs stating that the folder with that name already exists

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