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We are using SP 2013 on-prem with a separate server for Workflow (Workflow Service 2013).

I am using Visual Studio to create a workflow. I want the workflow to be able to move the document it is run on to another site, and keep it's metadata and document id (which is generated by the document id service). I also need to move the version log along to the destination site.

The scope for moving the document is within the same site collection, and all the document libraries use the same content type as default.

Can I achieve this (moving documents with workflow) without developing custom code? Looking for some tips, references and adivce here.

  • You'll lose the ID and version history when you move the document. See here: sharepoint.stackexchange.com/questions/117952/… – jpollar Jan 13 '17 at 14:43
  • As I understand it, it will lose the Id when copied, not moved, or maybe I am misunderstanding here ? – Ilyas Jan 13 '17 at 14:50
  • I've done it before. It loses the version history and ID when it moves to a different library. – jpollar Jan 13 '17 at 16:35
  • Yes, the ID will change, but not the Document ID (which is generated by the Document ID service) – Ilyas Jan 19 '17 at 10:13
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If it is on premise, you can create a custom workflow activity for SharePoint Designer. This will require some custom code though

  • It is on-premise, and I am using Visual Studio. I would be most interested in some information about custom workflow activity. – Ilyas Jan 13 '17 at 14:55
  • msdn.microsoft.com/en-us/library/office/jj163911.aspx... refer this link – dsouzajoel22 Jan 13 '17 at 14:57
  • Custom code in workflows is only supported with the SharePoint 2010 workflow model! With the newer SharePoint 2013 workflow model you need to use the HttpSend action to make a call-out to a custom service that will move the document for you. – Lars Fastrup Jan 13 '17 at 19:16
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My company has a product CopyMove for SharePoint that can do this. However, there is a price tag to it. But you can start with a free trial. It's a server-side install (WSP package) and it supports Copy and Move from SharePoint 2010/2013 workflows. Check out this example in the product documentation.

There is also support for the document id service so that IDs are preserved on moves.

  • This example is copying. You got example of moving. And, do you know which method\fucntion I can use if I am developing the move functionality ? I tried the SPFile.MoveTO, but it can only move documents inside the same site. – Ilyas Jan 19 '17 at 9:41
  • Yes, indeed! Let me support you by email. – Lars Fastrup Jan 19 '17 at 18:32

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