Article last updated on the 16th of December, 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:
Parameters
| Parameter name | Type | Required | Description |
|---|---|---|---|
| Options | |||
| Mode | String | Yes | Use this field to select if this step should be used to move or copy entities. |
| Naming conflict behavior | String | Yes | Use this field to define what happens if a document with the same name already exists in the target list. Options are:
|
| Ignore version history | Boolean | No | Use this field to select whether version history should follow the document(s) being copied or moved. |
| Allow smaller version limit on destination | Boolean | No | Use this field to set whether to allow the destination library to have a smaller version limit. |
| Target | |||
| Target Business Module | String | Yes | Use this field to select the business module of the entity on which to copy or move documents. |
| Target Business Module Entity | String | Yes | Use this field to define the ID of the target business module entity for document(s) being copied or moved. |
| Target list | String | Yes | Use this field to define the target list in which to place the document(s) being copied or moved. Typically, a selected list from a "Select target library and folder" step is used as input for this field. |
| Target folder | String | No | Use this field to define the target folder in which to place the document(s) being copied or moved. Typically if needed, a selected folder from a "Select target library and folder" step is used as input for this field. |