how to make a copy of item/document in same list after clicking on it's name using SharePoint OOTB workflow?

Question

I want to make a copy of list/document library item when I will clicked on that item/document's name, using OOTB workflow?

Answer 1

Not possible through OOTB workflow, though you can use SharePoint Designer workflow.Also the workflow triggering has to be done manually or modifying or creating an item. There is no provision for triggering a workflow on clicking of item. You have the option as Set and Create item in Designer workflows through which an item can be created in a list.

Answer 2

Either you try with Event receiver or a javascript based approach like CSOM/JSOM. workflow only triggers when an item is added/updated/deleted. So you can have a REST API based code which add/update a list item which can cause workflow to trigger.

Answer 3

Note:

in June 2017, Microsoft disabled the use of JavaScript in a Calculated Column

That means given answers may not apply for newer SharePoint versions

For long explanation and work arounds see:
June 13th 2017 Microsoft blocked handling HTML markup in SharePoint calculated fields - how to get the same functionality back

---

Original answer:

You could do it with code

• create a new item
• copy field values from the original item

If you are happy with only activating from a View

You can paste this Formula in a Calculated Column and set the Datatype to Number

="<img style=cursor:pointer src=/_layouts/images/icongo01.GIF onclick=""{"
&"event.stopPropagation();"
&"function cloneItem(id){var c=new SP.ClientContext.get_current(),"
&"l=c.get_web().get_lists().getById(SP.ListOperation.Selection.getSelectedList()),"
&"i=l.getItemById(id),f=l.get_fields(),n,e,d,m,v,"
&"url=_spPageContextInfo.serverRequestPath;c.load(i);c.load(f);"
&"c.executeQueryAsync(function(){"
&"n=l.addItem(new SP.ListItemCreationInformation());e=f.getEnumerator();"
&"while(e.moveNext()){d=e.get_current();m=d.get_internalName();"
&"if(!(d.get_readOnlyField()||d.get_hidden()||['Attachments','ContentType'].indexOf(m)>-1)){"
&"v=i.get_item(m);if(v)n.set_item(m, v);}}n.update();c.load(n);"
&"c.executeQueryAsync(function(){"
&"document.location=url.substr(0,url.lastIndexOf('/'))+'/EditForm.aspx?ID='+n.get_id();})})}"
&"this.style.display='none';var TR=this;while(TR.tagName!='TR'){TR=TR.parentNode}"
&"TR.style.cursor='wait';cloneItem(TR.id.split(',')[1]);"
&"}"">"

Full explanation at http://www.viewmaster365.com/#/How (including Pros & Cons)

It adds a Clone button to the View, onclick it:

• Creates a new Item in the current List
• copies all Fields from the current Item to the New Item (exlcuding Attachments/ContentTypes)
• redirects the browser to the EditForm of the New Item

It only works in Views.. but does work in SP2010

In SP2013 you can offload the logic to a CSR file; and use it anywhere you want. But you need some more boilerplate code to trigger the uncompressed code:

function cloneItem(id) {
    var c = new SP.ClientContext.get_current(),
        l = c.get_web().get_lists().getById(SP.ListOperation.Selection.getSelectedList()),
        i = l.getItemById(id),
        f = l.get_fields(),
        n, e, d, m, v,
        url = _spPageContextInfo.serverRequestPath;
    c.load(i);
    c.load(f);
    c.executeQueryAsync(
        function () {
            n = l.addItem(new SP.ListItemCreationInformation());
            e = f.getEnumerator();
            while (e.moveNext()) {
                d = e.get_current();
                m = d.get_internalName();
                if (!(d.get_readOnlyField() 
                       || d.get_hidden() 
                       || ['Attachments', 'ContentType'].indexOf(m) > -1)
                   ) {
                    v = i.get_item(m);
                    if (v) n.set_item(m, v);
                }
            }
            n.update();
            c.load(n);
            c.executeQueryAsync(function () {
                document.location = url.substr(0, url.lastIndexOf('/')) 
                                     + '/EditForm.aspx?ID=' + n.get_id();
            })
        })
}

This all works for the list Item, it does not copy Documents

ICC