Files & Folders actions
The Files and Folders category in Zoho RPA allows you to organise and effortlessly manage your data. You can automate tasks like creating folders, copying/moving files or folders, getting files from a folder, and more. This guide will give you more information on how you can configure and use these file system actions in your RPA flows.
Supported RPA Agent Platforms : WindowsAvailable Actions
Create folder
Allows you to create a new folder within a specified directory.
Example: Automatically create auto-generated folders for a daily dales sales report or organize your client invoices in personalized folders by name or company.
Configuration
Folder path: The destination path or directory that you want to create your new folder in.
New folder name: The name you want to give your new folder.
If folder already exists: Choose the action to perform when a folder with the same name already exists.
Do nothing: Will not create a folder.
Auto rename: Will create a new folder with an incremented number at the end. Example: If you have an existing folder titled "Client Invoice", then it would create a new folder with the name "Client Invoice{1}" in the destination.
Copy/Move files or folders
Allows you to efficiently copy or move multiple files and folders from their current location to a new destination.
Example: Consolidate scattered files, such as invoices or project documents, into a single, organized folder, or move important files like backups to a separate location.You can also copy files to a shared folder or cloud storage to enable collaboration and access for others.
Configuration
Operation: Choose whether you want to copy or move your files or folders.
Copy: Creates duplicates of selected files or folders at the destination, leaving the originals untouched.
Move: Permanently relocates selected files or folders to the destination, removing them from their original location.
Path: Select the files or folders you want to copy or move using the Browse button.
You can select multiple files using a single browse selection.Destination folder path: The desired destination path that you want to place the copied or moved files or folders.
If file/folder already exists: Choose the action when a file or folder with the same name already exists.
Do nothing: Will not copy or move the file or folder.
Auto rename: Will create a new folder with an incremented number at the end. Example: If you have an existing file titled "Client Invoice" , then it would create a new file with the name "Client Invoice{1}" in the destination.
Replace: Overwrites the existing file or folder with the copied or moved one. Use this option with caution.
Get files/folders info
Retrieves the list files or folders from a specified path.. You can filter by type and even view additional details like size, creation date, and so on.
Example: Free up disk space by identifying large files for potential deletion, relocation, or monitor document revisions within a project by checking creation and modification dates.
Configuration
Folder path: Specify the location of the files you want to list.
Include subfolders: Choose to list files within subfolders as well.
Get: Choose the types of files you want to get.
All files: List all files within the specified directory and subfolders (if enabled).
All folders: Lists all the folders including subfolders (if enabled ) within the specified path.
All files and folders: Lists all the files and folders including subfolders (if enabled ) within the specified path.
Files to get?: Choose to retrieve the list all files or files of a specific type.
All files: Get all the files in the specified directory.
Specific files: Get file types only with a specified extension.
File type: Enter a file extension to filter results (e.g.,".docx").
Properties: Select the properties that you would like to retrieve in addition to field names. You can pick options like created, modified, size, or location.
Created: Date and time the file was created.
Modified: Date and time the file was last modified.
Size: File size.
Location: Full path to the file.
Example: How to retrieve the name of the file file and path of the second file from the action output.
The output of the Get files/folders action is returned as a list (like an array). The index starts at 0. So, in order to retrieve the first file from the list, we use ${getFilesfolders_1.file_folder_items[0]}
${getFilesfolders_1.file_folder_items[1]} - gets the second file
${getFilesfolders_1.file_folder_items[2]} - gets the third file and so on.
getFilesfolders_1 is the output variable name of the Get Files/Folders action. In case you have changed the variable name or used this action multiple times, make sure you use the correct variable name.
Now that we've retrieved the file, we will need to get the properties of each file. The properties output depends on the values you've chosen in the properties dropdown. You have options to get the following:
path: The file path.
extension: The file type.
size: The size of the file.
is_folder: If the item is a folder.
created: The date created.
name: The name of the file.
modified: The date last modified.
location: The file location.
So, in order to get the file name of the first file, you will use: ${getFilesfolders_1.file_folder_items[0].name}.
To get the path of the second file, use: ${getFilesfolders_1.file_folder_items[1].path}. These values can be used in the inputs for the tasks or actions that you want to use these values on.
Check if file or folder exists
Allows you to verify if a file or folder exists in the given directory.
Example: Checking if a file already exists before attempting to download it, or executing workflow steps based on the presence of specific files or folders.
Configuration
Check if: Choose where you want to look to see if a file exists or if a folder exists.
File exists: Check if the file exists in the specified location.
Folder exists: Check if the folder exists in the specified location.
File path: The file path that you want to verify.
Folder path: The folder path that you want to verify.
Zip files or folders
Allows you to compress one or more files or folders to a zip archive.
Example: Compress related documents and images for a project for easier sharing, or create compressed backups for easier storage and management.
Configuration
Files or folders to zip: Select the files or folders you want to include in the archive. You can choose multiple files and folders simultaneously using the browse option.
Zip name: The name that you want to give your zip archive.
Save zip to: The location that you want to save the zip file to.
Compression level: Select the level of compression you want to apply.
Set password to open: Allows you to add a password to protect your ZIP file.
If file already exists: Choose the action to perform if a file already exists in the location.
Auto rename: Creates a zip with an incremented number at the end. Example: If you have an existing zip title "Client Invoice.zip" in the folder, then it would create a new zip with the name "Client Invoice{1}.zip" in the destination.
Replace: Replaces the existing zip with the new zip file.
Unzip file
Extracts compressed files from a zip archive.
Example: Unzipping backup files to access the content or decompressing project files, emails, or financial records for data analysis and retrieval.
Configuration
File to unzip: The ZIP archive you want to extract files from.
Extract to: The location where you want to save the extracted files.
Password to open: The password to open the zip file in case it is password protected.
If a file or folder already exists: Choose the action to perform if an unzipped folder already exists in the location.
Auto rename: Creates a new unzip folder with an incremented number at the end. Example: If you have an existing unzip folder called "Client Invoice.zip," then it would create an unzipped folder with the name "Client Invoice{1}.zip" in the destination.
Replace: Replaces the existing unzipped folder with a new one.
Rename file or folder
Rename a file or folder at a specified location or path.
Example: Automatically rename downloaded files and invoices based on vendor and date for efficient processing, or rename files based on project phases or content type to streamline collaboration. Identify aged files (e.g. older than a year) and update their names for proper archiving.
Configuration
Rename: Select "File" or "Folder" depending on what you want to rename.
File path: The location of the file you want to rename.
New file name: The new name for your file.
Folder path: The new name for your folder.
Delete files or folders
Enables you to delete files or folders from a given path.
Example: Deleting older log files after a backup or specific threshold to prevent excessive storage consumption or deleting temporary files after data processing.
Configuration
Path: The location of the files and folders you want to delete. You can choose multiple files and folders simultaneously using the browse option.
Access your files securely from anywhere
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