Move Document

This content applies to legacy design tools (such as K2 Studio, K2 for Visual Studio, or the Silverlight-based K2 workflow design tool). If you have upgraded from K2 blackpearl 4.7 to K2 Five, these tools may still be available in your environment. These legacy tools may not be available in new installations of K2 Five. These legacy tools may also not be available, supported, or behave as described, in future updates or versions of K2. Please see the legacy component support policy for more information about support for these components.

What does it do?

The Move Document wizard moves a document in any SharePoint Site Collection in the organization.

How is it used?

A business application may move documents to an archive folder after it successfully completes.

  • Wizards can be edited. For more information see Edit Wizards.

  • A reference to a SharePoint List or Library must be created so that the reference can be used in the move, upload or copy document wizards. To create a reference the Get List Reference or Get Library Reference wizards can be used.

  • A reference to the SharePoint Document or List item can be created through the Get Document Reference and Get List Item Reference wizards. When using a document or list item reference to specify the document or list item in either the move, copy or upload wizards, you will not see a grid of properties for the destination when the reference is selected.

 

Select the document reference or browse to a document.

Field Description Sample Value
Use a document that is referenced in this workflow

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Browse to document This property is populated with the default SharePoint Site Collection.

Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.
Continue if document is checked out Select to continue the workflow even if the document to be moved is checked out. Select the option if required.

If Browse to document was selected on the Specify Document screen of the wizard, select the SharePoint library containing the document to move.

Field Description Sample Value
Library Navigation

When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard.
Use the Root button to navigate to the Main SharePoint Site Collection.
Use the Up button to navigate on step back in the breadcrumb.

  
Library List Select the SharePoint Library where the document must be moved from. Click on the required library

If Browse to document was selected on the Specify Document screen of the wizard, set the filters to determine which documents will be moved.

Field Description Sample Value
Search:

Use search criteria to minimize the fields displayed. It is useful to search for a specific field using the search criteria when having lots of fields to select from. The list of fields automatically refreshes when text is entered.

Type text to filter the number of fields displayed in the grid
Show: All fields - Displays all fields linked to the itemRequired fields - Displays only fields marked as required

Select the required option.
Filter Fields

Apply a filter by specifying values in one or more fields to identify the required item.

Select the check box in front of the field to enable the filter. Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.

Select the SharePoint Site Collection to move the document to.

Field Description Sample Value
Use a library that is referenced in this workflow

Use this option if a reference was created earlier in this workflow.

Select the reference from the drop down list.
Template: Select the SharePoint Document template. Click on the drop-down and select the required template.
Browse to Library

This property is populated with the default SharePoint Site Collection.

 Choose a site collection from the available site collections that have the K2 for SharePoint app registered. If there is only one it is auto-selected.
Folder:Specify the folder the document must be copied to

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.

Overwrite existing documentSelect to overwrite any existing document in the library with the same name.Select the option if required.
Continue if there is no document to moveSelect to continue the workflow even if the document to be moved is not found. Select the option if required.

Select the SharePoint library where the document should be placed.

Field Description Sample Value
Library Navigation

When the SharePoint Site Collection contains subsites, navigate to the required Library by double-clicking the subsite. Select the required library and continue the wizard.
Use the Root button to navigate to the Main SharePoint Site Collection.
Use the Up button to navigate on step back in the breadcrumb.

  
Library List: Select the SharePoint Library where the document must be moved to. Click on the required library

Update the properties of the moved document, and optionally create a document reference for future use.

Field Description Sample Value
Search:

Use search criteria to minimize the fields displayed. It is useful to search for a specific field using the search criteria when having lots of fields to select from. The list of fields automatically refreshes when text is entered.

Type text to filter the number of fields displayed in the grid
Show: All fields - Displays all fields linked to the itemRequired fields - Displays only fields marked as required

Select the required option.
Document properties

To update fields:

  • Select the check box before the field to enable updating.
  • Type a value or drag a pre-configured field from the Context Browser such as a Data Field, Item Reference or SmartObject Load method property.
Note that when a SmartObject Load method property is used, an input property is required for the correct information to load.
The selected fields are updated with new values when running the workflow.
Create Document Reference:

Specify a unique name which can be Referenced later in this workflow.

Type the value of the field, or drag a value from the Context Browser such as a pre-configured Data Field, Item Reference or a SmartObject Load method. Note that when a SmartObject Load method is used, an input property is required for the correct data to load.