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Workflow Hero

O365 Send Document to Repository Action

Hi,

 

Has anyone used the Send Document to Repository action?

 

I'm trying to copy a document from one O365 document library to a document library in another site (same site collection) so I decided to use this action.  I set the filter to "Send all documents to repository" but when I run the workflow, I receive the error message "Unable to find document to repository".  I don't think my selected document is being recognised.

 

So I tried to be smart and selected a filtered value based on a column value on the column 'client name'.  However this time the workflow failed saying the column name doesn't exist: Filter rule error, column 'Client Name' does not exist. It may have been deleted by another user.

 

I have no doubt I have missed something obvious.  Has anyone got any suggestions?

 

Thanks,

Chris

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Re: O365 Send Document to Repository Action

Hi Chris,

I've spoken to our O365 team, and they suggested the error may be a result of the the content organizer feature not being activated. Have you activated the content organizer feature in the SharePoint site? Can you check that, and let me know how you go!

As to your second question, the action is supposed to copy a document from a document library to a document repository in the same site. Can you make sure the filter is applied to the correct list in the correct Destination site URL?

Cheers

Em

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Workflow Hero

Re: O365 Send Document to Repository Action

Hi Emily,

I can confirm that content organiser is activated in both the destination site and the site of origin.  I had to turn this on to run the send to O365 action but it doesn't seem to have made a difference for the send doc to repository action.

Cheers,

Chris

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Re: O365 Send Document to Repository Action

Ah ok. Can you try sending a document from a document library to a document repository in the same site? The document needs to be in the same site as the document repository, as the action is not designed to work from one site to another.

 

Em

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Re: O365 Send Document to Repository Action

That'll be it Em.  I was trying to copy/move from one site to the other.  I did use the send doc to o365 action in the end but this is good to know.  Thanks!

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Re: O365 Send Document to Repository Action

Happy to hear you were able to get it working!
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Re: O365 Send Document to Repository Action

Happy to hear you were able to get it working!
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Re: O365 Send Document to Repository Action

Hi,

Does the same apply for on-prem? I.e. does the 'Send document to repository' action only work when sending a document from/to the same site? I can't send a document from a sub-site to a drop-off library in another site?

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Re: O365 Send Document to Repository Action

Is there an alternative action today that can help send document to repository in different site collection? I notice the behavior of this action is same.

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Re: O365 Send Document to Repository Action

Chris Ben‌ I've just been asked a similar question and I was getting the Unable to find error when using the send to document repository. I tried the Office 365 Upload File action and it works nicely, between tenants. Use with the new Connections capability in O365.

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