In this SharePoint Workflow tutorial, we will discuss on “Copy Document” SharePoint designer 2013 workflow action. And we will see how can we use Copy Document Action to copy a document from one document library to another document library in SharePoint Online/2013.
I have also recorded a video on how to use Copy document SharePoint designer workflow action to copy a document from one document library to another document library.
SharePoint Online tutorial contents:
I have also recorded a video on how to use Copy document SharePoint designer 2013 workflow action to copy a document from one document library to another document library.
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As the SharePoint Designer workflow Action”Copy Document” suggests from the name itself, You can use this action to Copy document from one library to another library or you can use this action to copy document to same library.
When you will click this Action it says like this “Copy document in this library to this library”. First, this library implies the source library from where you want to copy and the next this library implies the destination library.
Here we are going to perform this Action with a small example. The requirement is we need to create two libraries:
- Master library
- Destination Library
In the master library, there is a status a column which has options as:
- Not Started
- In Progress
When Document status is Completed it will be moved to the Destination Library and then the Document will be deleted from Master Document Library.
Here I have created both document libraries and the source library (Masterdoclibrary) has a Status column. The destination library name is Destinationformasterdoclib.
Now. Open SharePoint Designer 2013 and Click on workflow from the side navigation bar and then click on List Workflow from the ribbon to add the WorkFlow to “Masterdoclibrary”. Provide Workflow Name and Description here we have given as “CreateCompletedtasklist” and choose platform as SharePoint 2013 Workflow, then click on “OK “to create the Workflow
NOTE: To trigger the workflow Choose Start option to “Start Workflow automatically when an item is changed”.
After creating the workflow click on Action from the ribbon and then choose “Log to History list” and then enter a message to the workflow history list during the lifetime of a workflow and debug the workflow.
Then Click on Condition and choose “If any value equals value” click on the value and choose Data Source”Current Item” and Field from source as “Status” then click on another Value and select as Completed from the String Builder. Here we have used if condition as we want Workflow to flow only if the Status is Completed.
Click on “Action” then from the drop-down choose “Copy Document” Action. Click on this library and choose the Current Item and then click on other this item to enter the destination library.
Click on “Action” to choose “Delete Item” Action. We have used this Action to delete the Item from the Master library once the status is marked complete.
Go to “Transition to stage” and then click on “End of workFlow” to end the Workflow.
Now you check the workflow if it works properly or not, Go to Master library named as “Masterdoclibrary” add an item and then click on List settings and Click on Quick edit to change the Status and then choose to Completed.
Here workflow starts as we have edited the item to Completed from Not started. Check on the Destination list named “Destinationformasterdoclib” you can see the document is available in this library and is deleted from Master library “Masterdoclibrary”.
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- SharePoint Online Create Workflow History List using PowerShell or using SharePoint Designer 2013
- This web site has been configured to disallow editing with SharePoint Designer 2013
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Here in this SharePoint workflow tutorial, we discussed Actions as “Copy Document” in the SharePoint Designer workflow 2013 platform. With an example, we discussed how the Document was copied on from one Document library to another document library in Sharepoint online. The same steps can be followed to use this Action “Copy Document” to copy document in Sharepoint 2016, SharePoint 2013 and SharePoint 2010 as well.
Hello Everyone!! I am Bhawana a SharePoint MVP and having about 10+ years of SharePoint experience as well as in .Net technologies. I have worked in all the versions of SharePoint from wss to Office 365. I have good exposure in Customization and Migration using Nintex, Metalogix tools. Now exploring more in SharePoint 2016 🙂 Hope here I can contribute and share my knowledge to the fullest. As I believe “There is no wealth like knowledge and no poverty like ignorance”