Copying SharePoint files between Entities using a workflow?

(0) Share

Report

Posted on by thecharwest

215

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.

All responses (2)

Answers (1)

thecharwest 215 on at

Like (0)

Report

RE: Copying SharePoint files between Entities using a workflow?

Hiya - this looks promising, I'll give it a go. Thank you!
Verified answer

a33ik 84,325 Most Valuable Professional on at

Like (1)

Report

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/.../