I have a functional workflow that does this:
It works fine, but I know I need to do some validation
How do I do this? I think I want to:
Before the Copy: check for the Title of the current item (in A) and see if exists in B
Before the Delete: check for the Title of the current item in B and see if exists in B
I don't know which of the workflow actions to choose, or how to configure. I'm considering "Query List" or "Request data".
I've been researching for this answer, and haven't been able to find an example.
Thanks for taking a look and offering help!
Annette, There may be more to this as a full solutions, but here is some help to get you unstuck. See the bold text below
While you may be thinking it right, I'm not sure you want to "stop the workflow". Simply use the send email notification or if you want to wait for a response you the assign a task action.
Thanks, Eric - I'll try the Query List action to search for the file name before the Copy step.
Is there another way to check for success before the Delete step - something less specific than looking for the file name in the list a second time? For example,
My users don't really want to get emails or become involved in the workflow. I just need to make sure I protect the data from disappearing.