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Stephanie Grima C#, ASP.NET and my life.
Part 1
Copying/Moving a document to another library anywhere in the site or sub-site
We need to make two workflows:
  1.  A workflow started manually on the document which is required to be moved/copied
  2.  A workflow which starts off automatically when an item is created or modified on the document library which we are moving or copying documents on.
Workflow 1
First of all, go to the document library from which the documents are going to be copied or moved.
1.       In SPD, go to File > New > Workflow.
2.       Name it “Copy Item from a library to another” and attach it to your SharePoint Library… In our case “forApproval”.
3.       Check the box for Allow the workflow to be manually started for an item.
4.       Click Next > to Continue.
 
 img258/6281/43711588mz5.png
1.       Name the first step and only steps as “Copy list item to another library”.
2.       No Conditions
3.       Action > Copy List Item Extended
a.       Click this list and choose Current Item
b.      Click this url and write down the url for the Documents library ex:
c.       Leave everything else as it is.
img385/430/13758287if6.png
 
The workflow is finished. Click on the Check Workflow button to make sure that there are no errors and then click on Finish. Before trying it out, it is advised to follow the steps to create the other workflow for it to work out smoothly and without errors.
 

Posted on Saturday, October 18, 2008 11:33 PM SharePoint , Office SharePoint Designer | Back to top


Comments on this post: Copying/Moving a document to another library anywhere in the site or sub-site [SharePoint]

# re: Copying/Moving a document to another library anywhere in the site or sub-site [SharePoint]
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Thank you, yr post is really easy to understand and proved very helpful.
Left by Anand on Nov 04, 2008 3:23 AM

# re: Copying/Moving a document to another library anywhere in the site or sub-site [SharePoint]
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Thank you Anand. I'm glad that what I do helped you :-)
Left by Steffi on Nov 04, 2008 3:44 AM

# re: Copying/Moving a document to another library anywhere in the site or sub-site [SharePoint]
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thanks great article:

One question

How to copy element to another library, used field criteria example.

Field: Status=Aproval on automatic.
Left by omar on Sep 07, 2009 1:47 PM

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