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Automating Excel File Move in Vault

Question asked by Steve Zema on Jul 14, 2014
Latest reply on Nov 18, 2014 by Lawrence Kiefer

To All,


Here is yet another non-common request I have been tasked with that I need assistance on.


We have a process called New Item Part (NIP for short).  I have developed an Excel form and a workflow that goes thru this process.  It has its own folder, showing its state, description and new part number.  What has been asked of me is to figure out that when the NIP has reached the final transition for production release, that the Excel file gets moved automatically to a sub folder called "Completed NIPs".


I know that this will need a custom add-in to be written, but since I am new to the add-in world, I am currently not familiar with writing this, and was wondering if anyone out in the community has faced this kind of issue.


I know the first question you guys will ask is "Why?", and all I can say is that I am currently aruging against this because they could simply perform a sort of the State column to find information.  But the powers-that-be what a clean structure of completed against in-process items.


If anyone has any suggestions or have an add-in that they are willing to share, it would be greatly appreciated.



Steve Zema