How do I automatically save my google docs to different folders based on a field name?

Beginner Questions
1

:bullseye: What is your goal?

How do I modify the “New Documents Location” in the Google Docs module?

:thinking: What is the problem?

All of my documents currently go to one folder on my Google Drive. I have a set of subfolders that I would like for each document to go to based on the “ClientName” in my Tally submission form. I would like for the document to be placed in the folder that has the same name as the name that resides in the “Fields by ID: ClientName”.

:test_tube: What have you tried so far?

I’ve tried switching the toggle switch to “Map” and adding “/Fields by ID: ClientName” to the alphanumeric value given for the folder location in Google Drive.

:camera_with_flash: Screenshots: scenario setup, module configuration, errors

Integration Tally, Google Docs, Google Drive.blueprint.json (49 KB)

Screenshot 2026-02-03 154822.png
Screenshot 2026-02-03 154822.png720×138 16.9 KB

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3

Hi @Tammy_Porter ,

I’ve made some updates to the blueprint - please refer to the latest version.
Integration Tally, Google Docs, Google Drive.blueprint.json (86.0 KB)

The changes are as follows:

  • First, you need to check whether the folder already exists with the Client Name.
  • If the folder exists, proceed with the first route. Map the ID from the Google Drive’s Search Folder module to the Google Docs module and continue as per your requirement.
  • If the folder does not exist with the required name, proceed with the second route, create the folder in the name of Client using the Google Drive’s Create Folder module. Then, map the Folder ID from the Create Folder module to the Google Docs module and proceed further.

This ensures the document is always created in the correct folder, whether it already exists or not.

Best regards,
Msquare Automation
Platinum Partner of Make
@Msquare_Automation

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