Article published on the 26th of May, 2025.
The Create documents, folders and items step is used to create multiple documents or items in a single step.
Examples of an item could be a risk, a task, or similar, but it can also be used to create documents in libraries, e.g., documents from templates.
This step is often combined with a Search form and a multiple items properties form. The Search form can be used to select document- or item templates for creation, and the Multiple items properties form can be used to add data to each element before the creation step.
The following image shows a process which includes the Create documents, folders and items step:
The following image shows an example of the options of the Create documents, folders and items step:
Properties
Options
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Business module | String | Yes | Use this field to select on which business module to create documents or items. |
| Entity | String | Yes | Use this field to select on which entity to create documents or items. |
| List | String | Yes | Use this field to select the list or library in which to create documents or items. |
| Folder |
String |
No |
Use this field to select a folder in which to put the new documents or items. |
| Existing document output behavior | String | No | Use this field to define what should happen if this step attempts to create an item in a location where an item with the same name already exists. Options are:
|
| Include folder content | Boolean | No |
If a folder is set to be created using this step, this option is used to define whether the folder contents should be created as well. |
| Fields | N/A | N/A | Contains a row for each field in the selected list. For each row, a value can be entered for each element, which will overwrite the value from the Step Input. |
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