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swap doc set content type

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I thought this would be simple to do but it now appeara not so.

I have two document set content types on a doc library and want to swap them over. I thought set field or update action would do it by setting content type column to written text value of other content type but it doesn't work.

We are pulling the field values from external source. We then have some logic that if a field equals some value it swaps from the default document set content to the other one. We then want to send the soc set to another library. Another way if we can't swap out the content type would be to have a list then use create list item on it to build the doc set in the destination doc set library.  However unlike sharepoint designer workflow when u create an item in another list with content type you can map all the fields with the list you're creating in. Nintex workflow doesn't appear to have that functionality in create item. So what is the best method to kick off workflow on a list to create a doc set on another list and map the fields from list where workflow kicks off to fieldsin the list where document set will reside. I dont want to have to create the item then add several update item actions to set the fields in the doc set library.

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Workflow Hero

Re: swap doc set content type

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With the goal to create a document set in another list, you should be able to do this with the create item or create item in another list action. You can use the update action, but it isn't necessary.

  • Create item will create list items in lists within the same site
    • If you click on the field dropdown and select another field in that content type the UI will add a configuration row for that column. Repeat with as many fields as available. Only required fields may default with configuration settings.
  • Create item in another Site
    • this action works the same but requires you to set the destination URL

See here for a similar problem and example How to create document set in Document library folder in nintex workflow 2010

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Re: swap doc set content type

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Thanks Andrew. Create item action did it.

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Workflow Hero

Re: swap doc set content type

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That's great! Please mark the answer correct so others with similar issues can find an answer. Happy Nintexing!

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Re: swap doc set content type

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Hi, Darren Jones​! If you received a solution, would you please mark a "correct answer?" It's beneficial for others in the community seeking answers to their questions. If you're still looking for the answer, your feedback is always welcome. Thank you!

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