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Workflow to move a document to a folder? RRS feed

  • Question

  • Hi,

    Here is a quick synopsys of the problem.

    I have a workflow that once a form is filled out, it places it in a document library.  In this document library is a couple folders.  For whatever reason unless the document is in folder A, it does not show up in my sharepoint document list.  I have to manually move the file for it to show.  Is there a way to edit or make a workflow move this file to the folder A?

    Thanks,


    • Edited by macereal Monday, August 29, 2011 6:07 PM
    Tuesday, August 9, 2011 2:58 PM

All replies

  • Have you checked the settings on the view to make sure it doesn't get filtered out?   Or try creating a new view based on standard view and see if it shows up. 

    To answer the question on how to move an item to a folder, I use these free SharePoint Designer workflow activities:  http://spdactivities.codeplex.com/

    You would use the "Copy List Item Extended" activity.  Change it from copy to move.  and in the url of where you want to move it to enter http://server/subsite/library/folder%20A

    Tuesday, August 9, 2011 4:54 PM
  • As far as I can tell the view settings are just default settings.  Nothing appears to be getting filtered out.  The company does not want to add/use any outside files for security reasons, so codeplex solutions are not an option.
    Thursday, August 11, 2011 2:25 PM
  • Did you try creating a new view too see if it shows?  That's not normal for it to not show up if it's outside of the folder.  Do you see it when you open the library in Windows Explorer (Actions > Open in Windows Explorer)?

    I just thought of another thing - on the link you have (on the quick launch maybe) pointing to this document library make sure it wasn't modified to point directly to the folder.

    Thursday, August 11, 2011 2:30 PM
  • I will try to create another new view, last time I did it did not seem to show the document.  After the workflow is completed and I am in sharepoint designer, I can see the document (this is where I have to move the document to folderA).  I assume this would be the same as opening it in Windows Explorer, though, I can try this when I have a chance.

    As far as your second thought.  How would I go about checking to see if the document library was or was not modified?  I am still fairly new at sharepoint, especially 2007.

     

    Thanks,

    Thursday, August 11, 2011 4:02 PM
  • For the navigation go to site actions > site settings > navigation.  Then find the doc library link in the list, click edit and see where it points. 

    Let's step back a couple of paces.  Maybe this is an issue stemming from how the workflow creates the word document.  What are the steps in the workflow - particularly where it creates the document and saves it to the library?  I'm thinking that this workflow action might be saving it to http://server/site/library/forms when it should be saved to http://server/site/library

    Thursday, August 11, 2011 5:17 PM
  • It seems to be pointing to the document library just fine.  From example below, http://abc/testsite/IT/testlibrary/forms/allitems.aspx

    Also looking at the workflow it is being saved to server/site/library.  So currently as an example it is set to save it to http://abc/testsite/IT/testlibrary.   For the file to actually show it has to be in http://abc/testsite/IT/testlibrary/A.

    Thursday, August 11, 2011 9:51 PM
  • Hi Maceral,

    The OOB Workflows will not be able to move the document directly to testlibrary/A. It can only move it to testlibrary.

    In order to accomplish this, you will have to create a Visual Studio workflow.

    I ran into the same issue and I had to move the subfolders inside a library into an actual library.

    Monday, March 19, 2012 6:50 PM