I am on Nintex for SharePoint (on-premise). I wanted to know how to create a workflow that when I set a status of "Approved" to a document in a Docs Library, that it will be sent over to a List Library.
P.S - I was able to go from List Library --> Doc Library, but not the other way around. If there is a way to do that, it would be greatly appreciated!
what does your destination list look like? are you just copying the metadata and not the document?
The destination list would be dashboard indicating the PM, status, stage % complete, etc. Basically it's showing active projects in one view. Yes, I would want to copy the meta data over, if there is a way to bring the document over as well, that would be great.
what action have you tried using? why not use "create item" and reference your doc library columns in the configuration settings for the action?