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Hey everyone.  I'm working on a simple work flow that needs to read a field from a document.  The column is managed metadata pulling the subsites.  The goal is this:
create document->if manged metadata field that is set in Word = "Sales"-> Then move document to X folder-> if field = "Recruiting" ->Then move document to Y folder.-> if neither, don't copy.

 

My first thought was a smart object thats linked through a "get term" method to my taxonomy.  But that's where I lost it.  

 

My other thought was a workflow that started with a "Get document metadata" -> "copy document by ID" ( and use the metadata as the ID).


Just FYI, I'm still pretty new to this, if you couldn't tell.

 

Thanks for your help!

Hi there


 


THe ability to do this is going to be dependent on where you are storing the document. If it is in SharePoint, then you will only be able to do this if you are using SharePoint 2010 or earlier.


 


Ian


The document is in a doc library on Sharepoint Online.  If I can't do this with a managed metadata field, would it be easier to have that column/field be a multi choice drop down?


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