Move Files Between Steps

Mar 12, 2022

Need to move uploaded files from one step to another in the Ask? Follow the solution guide to use the pre-built webhook for that.

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This webhook is most often used in scenarios where you're collecting lots of documents from customers, usually in batches or rounds.

You want to move files out of the customer step so that customers don't accidentally delete what they previously uploaded. For example:

  • After customers uploads their initial set of tax documents, perform a review, move their files to another step, then go back and ask customers for missing  files
  • After loan applicants uploads their initial set of financial statements, perform a review, move the files to another step, then go back and ask applicants for additional files

Solution Guide

Here's how to set this up.

Webhook

You can set up this webhook using either of these methods: as a Rule or as a Webhook Step.

 Rule and Trigger

Create a Rule to execute the Webhook right after the files are uploaded. This is the most common method.

Rule Setup

  • If this field: [field]
  • With this condition: Is Not Blank
  • Then the item: Webhook
  • To Url: /app/graphql/api/jobs/step-movefiles.aspx?step_number=[step]&to_step_number=[step]
 Webhook Step

Create a Webhook step if you need to guarantee order of execution or if there's no viable trigger.

Step Setup

  • Step Type: Webhook
  • Url: /app/graphql/api/jobs/step-movefiles.aspx?step_number=[step]&to_step_number=[step]