copying of items from one list to another using site workflows

  • 15 February 2016
  • 3 replies
  • 38 views

Badge +2

Hello Team,

i want to create a site workflow that used work like by every month end i need to copy items from one list to another list.

can some one help me in that.


3 replies

Badge +7

Hello Sanath,

Use Query list action, to get the data from your source list. Use filters based on your requirements. Later you can update all these data to your list using Copy Item action if the destination list also under the same site. If not this can be accomplished by calling the web service action. Refer this article, hope this helps: Copying items in list/libraries

Userlevel 6
Badge +12

sanath pabba​ -

If you want the destination list to be up-to-date, I would recommend developing a workflow that copied the item into the destination list when an item is created in the source. This is the easiest and most straight forward, but if you are only looking for a one-time update at month's end, what Soni Reddy​ mentioned is spot on. Simply query your source list, filter out the ones you don't need (if any), and them add them to the destination list.

Userlevel 6
Badge +12

Hello sanath pabba​ -

Have you had any success in implementing a solution?

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