ellie5225
Forms Fledgling

Copying SharePoint list to Task List based on Active Work Flow field

I think this might be a simple task and maybe over thinking it.

 

Please review.

  • I am trying to take a SharePoint "Project Intake list: workflow
  • & copy it to a task list once it is approved & triggered with an active checkbox.
  • I want to some of the intake fields to the "Project Status" Task List
  • Both lists are in the same site.

 

Questions:

  1. Is it better to do a site workflow or do another workflow under the "Project Status" task list
  2. Content Type: Item doesn't have tasks for create item. Should I do a query instead & collection variables?

I am still a newbie so I greatly appreciate any advice or suggestions.

 

Thank you!!

 

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