Article published on the 21st of April, 2022.
The contents of this article may be subject to change due to ongoing development of WorkPoint Automate.
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:
The following image shows the settings for the Update entity step:
||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.