I have a very simple workflow that copies a document from one library to another using the “Copy to SharePoint” action. Both libraries have the same custom content types associated with them, although the first library uses folders while the target library does not. Word documents copy without a problem, but when I try to copy a PDF, the content type defaults to "Document" every time, no matter what the original content type was. This is a major problem. How can I get the content type metadata to copy over? (The “Copy Item” action, oddly enough, will copy the content type of a PDF, but fails to copy my lookup columns). Thanks for your help!
Solved! Go to Solution.
Are you moving the file from one on-prem library to another library on-prem? If so, then use the copy item action not the copy to SharePoint. The later is used when uploading a file to SharePoint online. The copy item should grab the entire item and move it, including the metadata.