Article published on the 26th of May, 2025.
Contents
1. Introduction
The Create documents, folders and items step in WorkPoint Automate is used to create multiple items in one step.
There are many ways in which this step can be used, but some of the most common scenarios could be creating multiple documents from templates in a user process, creating a set of tasks automatically when an entity enters a specific stage, or creating a folder structure on an entity automatically upon creation.
In this article, we will link to other articles which describe various scenarios and configurations.
2. Configuration examples
2.1. Creating items from custom JSON
In this article, we will demonstrate how you can use the Create documents, folders and items step to create a set of simple items provided a custom JSON array in the Step Input field.
Read more in this article.
2.2. Creating multiple folders from custom JSON
In this article, we will demonstration how you can use the Create documents, folders and items step to create a folder structure on an entity site using custom JSON in the Step Input field.
Read more in this article.
2.3. Create multiple tasks from templates
In this article, we will demonstrate how you can use the Create documents, folders and items step to create multiple tasks from templates.
Read more in this article.
2.4. Create multiple documents from templates
In this article, we will demonstrate how you can use the Create documents, folders and items step to create multiple documents from templates.
Read more in this article.
Comments
0 comments
Please sign in to leave a comment.