2

I have 5 libraries in a site, one is a scanning queue library where documents are scanned into the library and then the file is QA'd and moved to the other libraries based on the "Document Type" field. I am currently doing this by 4 copy workflows triggered by Quick Tasks, so you have to select the document and then click the quick task button.

I would like to go a step further and have the file move by changing the Document type field and then the workflow is trigger by the change. The problem I am having is I dont know how to have the workflow be non-specific to the source library.

I need something like:

If Current Item:Document Type equals Document Type:Doc1
Then Copy Current Item to Test Lib1
Then Delete Current Item

I am just not seeing anyway to do it in SPD.

3
  • What do you mean about the workflow being "non-specific" ? I haven't tried this in 2010 but in 2007 the issue was detecting when a field had changed. I had to create a custom workflow action.
    – Kit Menke
    Aug 21 '13 at 18:09
  • I mean I dont want to type out all the library names in a bunch of "if" "then" statments in multiple workflows.
    – Colby
    Aug 22 '13 at 18:59
  • I think ErinsMatthew is right I am not seeing a way to define Document Type to a library because Site Workflow doesnt let me chose Document Type column just give me the defaults to chose from.
    – Colby
    Aug 22 '13 at 19:06
1

You can create a site-wide workflow to accomplish this, but sadly can't use SharePoint Designer to do so. You can add a new site workflow using Visual Studio 2010.

SharePoint Designer 2010 does not support creating reusable workflows for sites. Instead, you can use Visual Studio 2010 to create them.

1
  • +1 nice link, I added the relevant text into your answer from the article
    – Kit Menke
    Aug 22 '13 at 20:39

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.