I have a library with a documentset content type. In that content type I have set a default template (template.xlsx)
Every time a new documentset is created, template.xlsx is added.
Now I want to setup a workflow which will check a metadata field for the value Yes/No
If the value is "No" then the template.xlsx file needs to be removed
If the value is "Yes" then the workflow needs to end.
Does someone knows how I can remove the template.xlsx in the created documentset?
Can I add the template.xlsx trough the workflow instead of the default template within the documentset content type?
Let me provide a couple of options for your review. Some are form this post Re: Copy documents from Document Set to Folder
A possible REST version of a copy a file from folder to folder. Didn't test in a document set, but works for libraries
And I've used this option many times in the past.
Would using the Move Document method found in the author.dll be of use here? This way you can move the document and keep version history without moving the folder it is contained in. For more: Nintex Workflow - Move Documents and Preserve Version History - Vadim Tabakman