Copying SharePoint files between Entities using a workflow?

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Posted on by thecharwest

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Hello - I've got a workflow set up which creates a custom entity upon closing an Opportunity as won. I've got a SharePoint library linked to the custom entity. If I added a SharePoint library to the Opportunity, is there a way to create a workflow which would take any documents saved in the Opportunity's library, and copy/move them into the custom entity's one? Or just make the custom entity's document library the same as the related Opportunity's library?

I hope that makes sense - any help is greatly appreciated.

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Administration and Setup

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thecharwest 215 on at

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RE: Copying SharePoint files between Entities using a workflow?

Hiya - this looks promising, I'll give it a go. Thank you!
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a33ik 84,321 Most Valuable Professional on at

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RE: Copying SharePoint files between Entities using a workflow?

Hello,

I'm not sure regarding the Workflows but you can do something similar using Flow. Check following posts:

ryanmaclean365.com/.../

ryanmaclean365.com/.../