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Workflow to move a document

Asked By: Dennis Russell Date: Aug 09, 2009 Category: Sharepoint Views: 210

> I want to use a workflow to move a document in a doc. library to a
folder in the
same library. I see where you can "copy a list item" but the options
don't
show the folder names in SPD 07. Is this a custom action?
>
> Ex.
> Folder call Maps
> Within Maps, there is folder "drafts" and "finals", then there
are documents in the default list.
> When the status field is changed to Final, the workflow should move
the document to
the "finals" folder.

Tagged:workflow to move document

7 Answers Found

Answer #1 Answered By: Phenil Poriya Answered On: Aug 09, 2009

This would require creation of a custom action in Visual Studio. The one built
into SharePoint Designer doesn't support folders.

Answer #2 Answered By: Dante Parsons Answered On: Aug 09, 2009

This is one of many reasons that it's a best practice to NOT use folders
at all. Just categorize items using metadata.

Answer #3 Answered By: Luke Davis Answered On: Aug 09, 2009

Don't they recommend it as a best practice to use folders for
document libraries with greater than 2000 documents? If that's not
workable, then what is the correct best practice for large libraries?

Answer #4 Answered By: Daniella Landry Answered On: Aug 09, 2009

Rendering of Large libraries is an issue, not storage of large libraries.
Folders is one way to keep your users from requesting more than 2,000 files in a
single view. Take a look at the following BLOG from the SharePoint team and the
whitepaper it references for more info.

Answer #5 Answered By: Bo Stafford Answered On: Aug 09, 2009

Forgot to include the link:

blogs.msdn.com/.../scaling-large-lists.aspx

Answer #6 Answered By: Jocelyn Shelton Answered On: Aug 09, 2009

I need to do the same thing to move closed requisition forms to an
archive folder. Our document library is about 1450 listitems and is
getting unmanageable.

Answer #7 Answered By: Joey Soto Answered On: Aug 09, 2009

We have a separate library for each year as archive. Once it is
completed the workflow moves it to a "Completed yyyy" library which is
changed each year. If you copy the library to another site (Site
Actions > Site Settings > Content and Structure) then, rename and move
it back it keeps all the structures etc.

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