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Moving PDF into relevant folder

  • March 24, 2025
  • 4 replies
  • 36 views

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I have a list of PDF which has a certain naming convention. In the naming convention is the ID number that relate to that PDF. I would like to create a folder using the ID number then put the PDF within it.

 

Please advise,

4 replies

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  • Nintex Employee
  • March 24, 2025

Hi ​@michuk 

I’d recommend using Nintex Workflow (Formerly Nintex Automation Cloud) for this instead of Nintex Workflow For O365.  Two main reasons for this:

  1. Nintex Workflow makes this a very simple process by using the Copy or move file action: https://help.nintex.com/en-US/nwc/Content/Designer/Actions/SharePointOnline-CopyaFile.htm
  2. Nintex Workflow for O365 is deprecated so you’d end up looking to move to Nintex Workflow anyway.  You can do this in the O365 product but it’s multiple web service calls which is much harder to work with. 

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  • Author
  • Rookie
  • March 24, 2025

Sorry I used the wrong tag. I am using Nintex 2016.


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  • Author
  • Rookie
  • March 24, 2025

How can I move this to the right area? Nintex 2016 for sharepoint


SimonMuntz
Nintex Employee
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  • Nintex Employee
  • April 1, 2025

Hi ​@michuk,

Can you provide some examples of the naming convention to give us an idea of where the ID is, how long it is, etc.? Then, we may be able to help with a workflow that creates a folder based on the ID and then moves the PDF into it.
Did you want a workflow that moves all existing files or one that runs on new files? The difference is that if you want to move all existing files the workflow would need to query the list first.