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SharePoint Documents Wizard - Move Document Destination

The Move Document Destination wizard screen specifies the location where the document should be moved to.

Feature	What it is	How to use it
SharePoint Site URL	Specifies the SharePoint Site URL where the document should be moved to	Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL
Document Library	A SharePoint Document Library provides a central repository for team documents. This is an alternative to storing files in shared folders	Enter the Name of the Document Library by typing or drag-and-dropping it into the text box
Folder	A folder within the document library where the moved documents will be stored.	Provide a folder name as a destination for the document
Overwrite Existing File or add new version	Check this option if the moved file is to overwrite an existing file or alternatively add a new version depending on the preconfigured settings.  If versioning is set up a new version will be created, alternatively the existing file will be overwritten.	Check this option
Preserve metadata	Specifies whether metadata should be preserved for the document being copied.	Select this option to preserve metadata for the document being copied. By default this option is selected. Deselect the option if metadata should not be preserved.
Include Version History	This option will include the documents version history when the document is copied.	This option will only be available to select if the Preserve metadata option is selected.  This option will only function if versioning is enabled for the SharePoint Document Library.  Check this option.

How to use the Preserve metadata option

The Preserve metadata option can be used to preserve metadata for the document being moved. This would typically be the columns:

• Created By
• Created Date
• Modified By
• Modified Date

It is however possible to preserve metadata from custom columns.  The metadata will only be preserved for custom columns if the destination SharePoint Document Library has the same columns with the exact same name as the source SharePoint Document Library.

How to use the Include Version History option

The Include Version History option will only be enabled for use when the Preserve metadata option was selected. The version history will only function when the specified SharePoint Library has versioning enabled. When the Include Version History option is checked, the current version of the Document will be kept. Unchecking this option will result in the Documents version to reflect as 1.0.

Examples on how the metadata will display

Example 1

Preserve metadata and Include Version History - Enabled:

In this example a SharePoint Document Library is used with the following columns and metadata:

Using the SharePoint Document Wizard to move a document to a different SharePoint Document Library in a K2 process, the metadata will be preserved and the version history of the SharePoint item will be included after running an instance of the process. See the image below for results after running an instance of the process:

Note that the Created By and Modified By columns were preserved as the Preserve metadata option was enabled in the SharePoint Document Wizard. The SharePoint item version history was also included.

Example 2

Preserve metadata and Include Version History - Disabled:

The same SharePoint Document Library example is used as per example 1.

Using the SharePoint Document Wizard to move a document to a different SharePoint Document Library in a K2 process, the metadata will NOT be preserved and the version history of the SharePoint item will NOT be included after running an instance of the process. See the image below for results after running an instance of the process:

Note that the Created By and Modified By columns were not preserved as the Preserve metadata option was disabled in the SharePoint Documents Wizard. The SharePoint item's version history was not included. The Created By and Modified By columns will revert back to the Service Account user. Note that the version history will revert back to the original version for example 1.0.

Example 3

Preserve metadata - Enabled; Include Version History - Disabled:

The same SharePoint Document Library example is used as per example 1.

Using the SharePoint Document Wizard to move a document to a different SharePoint Document Library in a K2 process, the metadata will be preserved, however the version history of the SharePoint item will NOT be included after running an instance of the process. See the image below for results after running an instance of the process:

Note that the Created By and Modified By columns were preserved as the Preserve metadata option was enabled in the SharePoint Document Wizard. The SharePoint item's version history was not included as this option was disabled.  Note that the version history will revert back to the original version for example 1.0.

Example 4

Overwrite a document with Preserve metadata and Include Version History options Disabled:

The same SharePoint Document Library example is used as per example 1.

Using the SharePoint Document Wizard to move a document to a different SharePoint Document Library and overwrite the document in a K2 process, the metadata will NOT be preserved and the version history of the SharePoint item will NOT be included after running an instance of the process. See the image below for results after running an instance of the process:

Note that the Created By column will still be preserved since the Overwrite an existing file option was selected. The Modified By column was not preserved as the Preserve metadata option was disabled in the SharePoint Document Wizard. The SharePoint Document version history was not included as this option was disabled. The Modified By column will revert back to the Service Account user. Note that the version history will revert back to the original version for example 1.0.

 

 

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K2 blackpearl Help 4.6.10 (4.12060.1690.0)