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How to copy DocumentSet to another library in SharePoint 2013/2016/Online

Hi everyone, today I’m going to show you how to implement a simple use case using SharePoint 2013 workflows, the key features of the case will be “Copy DocumentSet” feature. Plumsail Workflow Actions Pack has a huge amount (100+) of useful workflow actions for SharePoint Designer. Today we will closely look at the actions related to document management suite – Documents and folders processing.

The business case is very simple, let’s imagine that we have a small law firm. The firm uses SharePoint Online to automate business processes. SharePoint site has a list of matters, each matter it is a DocumentSet with some metadata. Please see an example at the screenshot below

Matter list

 

 

A lawyer creates a new Contract using predefined template (as of an example Contact for a sale of real estate), fills in all metadata and prepares all document for a matter.

Matter display form

 After it, he starts approval workflow. The workflow creates approval tasks according to internal rules (in this case, it requires manager approval) and after finishing approval process, the workflow copies the whole document set to a parent site. The parent site is a storage for all approved matters.

 Copy DocumentSet to another library in SharePoint 2013/2016/Online

 In the workflow, I want to pay your attention at configuration of Copy DocumentSet workflow action: 

Copy DocumentSet workflow action

I use parent site URL + list Url + Current DocumentSet name. The workflow action will copy current DocumentSet to this URL. Also, the list should have the same list fields.

Conclusion

In the article, we have built a small use-case which automates a part of a business process in a small law firm. We used SharePoint Online to build a site and Workflow Actions Pack to automate the workflow.

If you have any questions please feel free to comment the post.

Posted in: Workflow Actions Pack