But while saving I need to search for the company folder by using company name and PDF should save in that exact company folder location
Folder structure like this
AML_Process Under multiple Case ID Folders Each Case id folder have multiple sub folders (with name of Company Name ((abc company),(cba company),(xyz company)) like this i have 100 company’s in different case id folders
For example:- The below folder structure is created already before process. Now after process I will be getting a PDF file for a respective company ( example :- OCBC.pdf), that PDF file should be save in OCBC folder.
You can choose your location, where are you getting that file from exactly? from an email or from where, you can use for example move file activity and choose from where to where.
for choosing the path is not difficult
If that is the case, you should also append the company name in the path.
Or you should create an excel file containing the company name and the folder path.
Then once you identified which company folder it should be saved, lookup in the excel file to get the folder path and use it in the destination property.
i had a similar scenario recently where during the save i used the type into activity with text as “C:\Final data\bills"+companyname+”\final"+finalname
so basically the initial path "C:\Final data\bills" is fixed companyname is a string variable used to identify the company and hence the folder inside bills folder and finally filename is another string variable used to identify and save the file
So you should have a list of folder directories for each company in an excel file
First, get the folder directory.
Open a browser, search it, click the URL, then print it (ctrl+P).
Then choose ‘Microsoft Print to PDF’
Then on the file name input field, type [folderdirectory][filename]
So you can add some logic like:
if (string which you are using for searching on google).Contains(Bank of Nova)
then specific folder ===>> c:users\desktop\specificfolder\Bank of nova.
if (string which you are using for searching on google).Contains(Harley)
then specific folder ===>> c:users\desktop\specificfolder\Harley Davidson.
How many different companies do you have?
Because if they are too much we can create a excel file wich each name and each path for the logic
You should really have a list of folder paths in an excel file.
Get the folder path one by one and add it in an excel file.
Then use that excel file as reference on where the folder of the company is located.
Hay, I have the some question. But I have only 5 different folders for saving documents. How can I do that? Is there a different way? Do I need excel file? And if I need them can you show me how that file need to look like?