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How to move list item attachments to DocumentSet via SharePoint Designer workflow

So, this should be a dev oriented article and I will not to waste your time to an introduction and start right now.

We will divide the workflow for tree stage:

  1. We need to create a folder in the document library
  2. We need to copy attachments from current list item to the created folder
  3. We need to change a content type of the folder to DocumentSet

 

Create a folder in a document library

Workflow Actions Pack contains two workflow actions which can help us to create a folder:

As you can guess, they are almost the same but the first one requires only one parameter, that is why I would prefer it, also it can return ID of the created item so in our case it would be very useful because we will use this ID at the last step of the workflow.

Create a Folder workflow Action

Create a folder workflow action advanced properties

You may be noticed that I specified relative URL to the library and I used Current Item ID as a variable, so the workflow action will create a folder with current item ID. If you need create a nested folder just specify it, as example /sites/test/u1/Shared Documents/SomeFolder1/SomeFolder2/AdditionalFolder.

 

Copy attachments from current list item to the created folder

Let’s move on, now we need to copy attachments to our folder, to do this we will use Copy Attachment to URL workflow action.

Copy list item attachments to document library

Copy list item attachments to a document library advanced properties

As you can see I specified the same URL as Destination folder URL. Additionally, I want to mention that current workflow action doesn’t work cross-site, so please be careful if you need to copy attachments cross-site you need to copy it to a document library and then move it to another site or site collection.

 

Change a content type of the folder to DocumentSet

We are almost finished and all we need is to change content type of the folder to DocumentSet, indeed this is a bit tricky because we need change two properties of the list item:

  • ContentTypeId – this is actually the ID of a content type
  • HTML_x0020_File_x0020_Type – this option is required to change doc icon, for document set it should be Sharepoint.DocumentSet

 Change content type of a SharePoint Folder

SharePoint Designer Build Dictionary to create a ContentType

Result of our work

To have the whole picture of the workflow I attached the full screenshot.

Copy attachments to DocumentSet SharePoint Designer Workflow

Postscript

I wish you to enjoy using the product, I know sometimes the workflow creation process could be painful, but I hope Workflow Actions Pack will make it more comfortable and easy.

Posted in: Products, Workflow Actions Pack