Welcome > Process Designer module > Activity types > HP TRIM activities > TRIM Create Folder Activity > Configure the TRIM Create Folder activity

Configure the TRIM Create Folder activity

  1. Add a TRIM Create Folder activity to the map. See Add an activity.
  2. On the Extended Properties page of the TRIM Create Folder activity, click the Configuration tab.
  3. To select the TRIM system in which to create a folder, consume the system in the TRIM System box.
  4. To select a fileplan other than the default, use one of the following methods:

    • To provide a dynamic value, consume the process or server variable in the Relative Path box.

    • To provide a static value, click Static Static and enter the value to use in the Relative Path box.

  5. Enter the Folder Path using a static or dynamic value.
  6. Enter the Folder Title using a static or dynamic value.
  7. Select the Record Type from the list.
    A list of all the metadata defined for the selected record type appears in the Metadata table.
    Note Record Types are the basic building blocks or templates for records defined in the TRIM system. They partition information within a database to allow users to view only the records to which they have access permission.
  8. To specify the metadata value, consume the process or case variable in the Value box.
  9. To automatically retrieve the folder Uniform Resource Identifier (URI) from the TRIM system to populate a variable upon the completion of an activity, consume the variable in the Folder URI box.
    Note The folder URI helps manage documents within a TRIM System. When you add or check in a document to the TRIM folder, or download or check out a document from a TRIM folder, the variable containing the folder URI identifies and selects the required folder.
  10. By default, the job is suspended if any of the values mapped to metadata fail to update. To ignore the metadata update failures, click Yes for Ignore Metadata Update Failures.

    The error is not generated and the job completes.

  11. Click Save.
    The folder is created in the TRIM System.
    Note If TotalAgility finds insufficient privileges, incorrect parameter values, or a mismatch between the selected location and the fileplan shortcut, the folder is not created and the job is suspended. Error details appear in the event log.