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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.

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  • 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, 2013 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, 2013 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, 2013 at 19:06

1 Answer 1

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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.

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  • +1 nice link, I added the relevant text into your answer from the article
    – Kit Menke
    Aug 22, 2013 at 20:39

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