I've got a workflow on a list that has a docgen action. I store that PDF in a different document library. I want two pieces of metadata from the original list to be applied to the second library. If I don't use a filter, the action works as expected and assigns the metadata to all documents. The problem is that I only want to look at the PDF that was just generated. I tried using the filter where "Title" equals the document name (using a variable), but it just always tells me that it can't find the item. I know that this is simple, but it is eluding me.
Solved! Go to Solution.
Have you tried filtering using the "Name" column with the File extension included? Default for the file name in a document library is the "Name" column as opposed to the title column for a List. Typically the title column in a doc library is blank unless explicitly set.
I had tried "Name" and that hadn't worked either. However, I did as you suggested and put the file extension at the end of the name and it worked just fine! Thanks so much!!