[[UPDATE: This is now part of a series of posts, where I show how to build a simple project/case management solution, with a no-code approach, using SharePoint 2010 Designer Workflows. Check out my other posts to learn more.]]

[ProjectCasemanagement solution]

Case

I have a list with names of projects. Whenever I create a new item on my list, I want the SharePoint 2010 Designer Workflow to create a folder for the project and several subfolder beneath the projectfolder. I’m using Office 365 as my platform, so there is a no-code requirement. In this case I want the rot-folder to be named “Title (ListID)”.

Listname: List A
Libraryname: DocLib

Solution: Enter the SharePoint 2010 Designer Workflow

  1. Create a SharePoint list workflow in List A
  2. Set workflow to start automatically upon new item
  3. Create a step to name variables (Looks nice and makes it easier to edit later on – optional)
  4. Create variable Vcase and set the value to [%Current Item:  Title%] ([%Current Item:Id%])
  5. Create variable Vsubfolder1 and set the value to Subfolder 1 (Optional but makes it easier to edit later on)
  6. Create a step to create new element (This is the root folder)
    1. Select “DocLib” as list to create item in
    2. Select “Action – Create listelement”
    3. Add “Id for contenttype” – set in to Folder
    4. Edit “Path and name (*)” – set it to [%Variable:Vcase%]
  7. Create a step to create new element (This is the subfolder)
    1. Select “DocLib” as list to create item in
    2. Select “Action – Create listelement”
    3. Add “Id for contenttype” – set in to Folder
    4. Edit “Path and name (*)” – set it to [%Variable:Vcase%]/[%Variable:Vsubfolder1 %]
  8. Repeat step 5 and 7 for each subfolder you wish to create.

I’ve tried this method on SharePoint Online (Office 365), with 1 root-folder and 3 sub-folders. I then created 100 lines in “List A” and waited 2 minutes for the folders to be created. Worked perfectly.

[Office 365]

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