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How do you create a workflow that will copy an item from a documents library into a list?

  • January 15, 2018
  • 3 replies
  • 21 views

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I am on Nintex for SharePoint (on-premise).  I wanted to know how to create a workflow that when I set a status of "Approved" to a document in a Docs Library, that it will be sent over to a List Library.

P.S - I was able to go from List Library --> Doc Library, but not the other way around.  If there is a way to do that, it would be greatly appreciated!

Thanks!

3 replies

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what does your destination list look like?  are you just copying the metadata and not the document?


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  • Author
  • January 16, 2018

The destination list would be dashboard indicating the PM, status, stage % complete, etc. Basically it's showing active projects in one view. Yes, I would want to copy the meta data over, if there is a way to bring the document over as well, that would be great.  


Forum|alt.badge.img+16

what action have you tried using?  why not use "create item" and reference your doc library columns in the configuration settings for the action?