Create document set with user input

  • 8 September 2021
  • 0 replies
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Hi all, looking for some help:

I'd like to create a document set via Workflow in SP 2019 that uses two variables in it's naming, set by the user during the creation: 

- Date and Time set by user

- Name set by user via a drop-down list

 

I'd also like to know if it's possible to select the default files in a document set by variable from a single large document library . For example:

If the document set name (dropdown above) is Meeting1, then the files from a document library with Meeting1 in a data column (or with Meeting1 in the filename, if that is simpler) will populate the new document set.

If the document set name (from the dropdown) is Meeting2, then the files from a document library with Meeting2 in a data column will populate the new document set.


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