Save Document into New Folder from Integration Result

cindyl5142 said:

Would this be better fit for a PM, if so, what would be the recommended path of approaching this?

Process Model is best - It provides proper transaction handling, built-in error recovery, and cleaner separation between folder creation and document writing using dedicated smart services.
In the process model, first use an integration object to store the document in a temporary folder. Then, use the "Create Folder" smart service to create the desired folder and the "Move Document" smart service to move the document from the temporary folder to the new folder.
Alternatively, if using Appian's document record type with your main record, you can leverage Appian's auto folder creation feature for greater flexibility and automation.

cindyl5142 said:

Would this be better fit for a PM, if so, what would be the recommended path of approaching this?

Process Model is best - It provides proper transaction handling, built-in error recovery, and cleaner separation between folder creation and document writing using dedicated smart services.
In the process model, first use an integration object to store the document in a temporary folder. Then, use the "Create Folder" smart service to create the desired folder and the "Move Document" smart service to move the document from the temporary folder to the new folder.
Alternatively, if using Appian's document record type with your main record, you can leverage Appian's auto folder creation feature for greater flexibility and automation.