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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LoriMeyer-40
Canvas Initiate

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

Hi Ellie,

 

I recommend a Collection when you are wanting to get multiple values returned. The Query list is for a few fields to get values and display them as output values. The collection is good for a copy collection operation of multiple columns so when you do a Collection then I recommend a For each loop to iterate through each intIndex and numCount to set a variable a list has multiple values then you can iterate through each item in the list and set your variable intInex to increment if greater than one item in a list. Also, you will need a vData(Nintex naming convention starts with v for variable so vIndex and vNumCount works above). The data value holds a value for the data in your columns that you want to copy. You can create a site collection with variables to Copy To and To Copy To variables with a variable to be copied stores the columns copied while the work flow is running.  It's really a business logic problem to solve. Have you considered the items in your lists and the collection size? I would evaluate those items then decide what is best for your organization size, business rules, and best practices of the business unit too. I am not a know it all. I just give my experience and please feel free to ask a questions. Thank you. Lori

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