Follow

Process Management Framework - Copy or move documents

Article published on the 21st of April, 2022.

The contents of this article may be subject to change due to ongoing development of the Process Management product.

The Copy or move documents step is used for copying or moving documents from one library to another.

It is used in collaboration with e.g. an "Entity Input Form" step, in order to create a process during which the meta data of the entity can be edited and saved.

An example of such a setup could look like the following:

WorkPoint Process Builder - Google Chrome

The following image shows the settings for the Update entity step:

Parameters

Parameter name Type Description
Title
String Use this field to give the step a friendly title.
Description String Use this field to give the step a description of use.
Name String Use this field to give this step a unique name used for identification.
Step Input Object Use this field to select an output from a previous step as input for this step.
Target Business Module String Use this field to select the business module of the entity on which to copy or move documents.
Target Business Module Entity String Use this field to define the ID of the target business module entity for document(s) being copied or moved.
Target list String Use this field to define the target list in which to place the document(s) being copied or moved.
Naming conflict behavior String Use this field to define what happens if a document with the same name already exists in the target list. Fail: the operation is cancelled. Replace: The copied or moved document(s) replaces the existing one. Rename: The user can rename the copied or moved document(s).
Ignore version history Boolean Use this field to select whether version history should follow the document(s) being copied or moved.
Allow smaller version limit on destination Boolean Use this field to set whether to allow the destination library to have a smaller version limit.
Have more questions? Submit a request