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Workflow Hero

How do you create a workflow that will copy an item from a documents library into a list?

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!

Thanks!

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Workflow Hero

Re: How do you create a workflow that will copy an item from a documents library into a list?

what does your destination list look like?  are you just copying the metadata and not the document?

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Workflow Hero

Re: How do you create a workflow that will copy an item from a documents library into a list?

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.  

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Workflow Hero

Re: How do you create a workflow that will copy an item from a documents library into a list?

what action have you tried using?  why not use "create item" and reference your doc library columns in the configuration settings for the action?

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