I have a document library called Library that has 3 columns (File Name, Title, Project) and a custom list called List that has 1 column (Title). So, I want to create this workflow:
1. The user upload a file to the Library
2. K2 will monitore this event
3. K2 will get the File Name, Title and Project and save in k2 variables
4. K2 will create a new item in the List with the File Name, Title and Project. (Example: new item = "test1.doc, k2 test, project 1")
How can I do that?
+8
Pretty easy - I will give you some abbreviated instructions.
1 - Create a process and add a SharePoint Events Process Wizard and configure it to initiate when a new item is added to the Library.
2 - Create process level fields called filename, title, project.
3 - Drag on a SharePoint List Item Event. Select the Get List Item option. Fill out the wizard to get the data from the Library document library. For the item id, that will be stored the XML fields - just open the tree and you will see it.
4 - In the process drag on a SharePoint List Item Event. Configure it to add a new list item to the List list. The last step of the wizard will allow you to set the values from the process level fields into the new list item you are creating in List.
Hope that helps - Jason
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