ncocchiara_77
Canvas Initiate

Filter all documents in a SharePoint library by a criteria and move them to a different library

I want to filter all of the documents in a library that have the same identifier (CAPEX number) and move them to a different library using a Nintex workflow.

I would like to make a start form for the workflow where I can enter the CAPEX number associated with the documents, gather all those documents with the same number and move them to a library called archive.  I tried to do Vadim Tabakman's solution but it just doesn't work for me.

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Michel
Process Pupil

Re: Filter all documents in a SharePoint library by a criteria and move them to a different library

How does your current workflow looks like? On the top of my head, you can use a 'Query List'-action to collect all related items. Afterwards, with an for-each, you can move the items to another location.

Let me know where you are stuck and I'll see if I can help you out.
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ncocchiara_77
Canvas Initiate

Re: Filter all documents in a SharePoint library by a criteria and move them to a different library

Thanks for your help!  I created a document with my steps.  Please feel free to take a look...

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