More Advanced "Store files in SharePoint" Options for Workflow Builder (formerly Maestro) Workflows
Workflow Builder (formerly Maestro)’s “Store files in SharePoint” step can currently save completed workflows to only one folder. While agreement action rules can save to multiple SharePoint folders, they offer very limited naming variables.
Use case: For public volunteer/department events, appearance release forms are processed in Workflow Builder (formerly Maestro). The workflow includes an event-name dropdown (5 pillar events + “Other”) that is a document custom field. Because Workflow Builder (formerly Maestro) can’t route saves to multiple folders, agreement actions are used so each event option saves to its own SharePoint folder, but file naming is constrained.
Request: Either (1) add multi-folder save routing in Workflow Builder (formerly Maestro) similar to agreement action rules, or (2) expand variable options in agreement actions to match Workflow Builder (formerly Maestro)—ideally also supporting saving the envelope, attachments, and certificate of completion together in one PDF as Workflow Builder (formerly Maestro) does.
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