I'm currently using Business Plus.
Metadata template added to input fields and edited
Create a file request and
I would like to build the following RELAY.
Trigger.
When a new file is uploaded to this file request
Action.
The file is automatically assigned to the folder that matches the customer ID in the metadata on the file request.
For example
If you enter the customer ID (metadata) 12345 in the file request
I want the files to be automatically sorted to the 12345_test_company folder.
Enterprise plan
Metadata events and actions when setting up a relationship
Automatic classification
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