I need a workflow to be able to copy a PDF file from one library to another using SPD 2010 SP 2010 Enterprise. The trigger will be a user ticking a tick box.
3 Answers
You can use the Copy List Item action to copy a document from one library to another.
I suggest you these useful links:
SharePoint Designer Workflow: Copy a document from one library to another
-
Thanks. I actually thought copy list item was just for lists not libraries but I'll give it a go.– JazzyNApr 20, 2015 at 10:14
@Nk SP has provided the correct references that would help you to copy documents from one library to another including PDF documents. But regarding the last statement that you mentioned in question - "The trigger will be a user ticking a tick box" would not be possible with SharePoint Designer Workflow.
SharePoint Designer Workflow is triggered on 3 events:
- Manual (Manually running the workflow on item)
- Item Created
- Item Modified
Your last statement requirement can be addressed by creating a custom ribbon feature developed in Visual Studio. The custom ribbon feature will be deployed as a ribbon button where user will tick the PDF documents in library and on click of this custom ribbon button the selected PDF will be copied to destination library.
I know this thread is old, but just in case anyone is looking for a solution. Use SharePoint designer to add a custom action to the view ribbon, then set this custom action button to trigger the workflow. This button (you can even create your own icon) will now be in the file ribbon, clicking it starts the workflow. I use it all the time, because the start workflow page is cumbersome or confusing to users.