SharePoint Online - Copy an item

Use the SharePoint Online - Copy an Item action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to copy an item from a source list to a destination list in SharePoint Online.

Important: 

  • When copying an item, only the values of metadata (columns) that are common in the destination and source list are copied to the destination list and the other values are ignored.

  • When the destination list is in a different site collection, copying an item with a Person or Group type column is not supported. The value in the column is copied but because the User ID is different across site collections, the user in the destination list will be different.

For more information about the SharePoint Online connector, go to SharePoint Online.

Before you begin: 

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Configure the SharePoint Online - Copy an item action

Important: Before inserting variables in the action configuration, you must manually type or select the values and populate other dependent fields in order to retrieve the output data. Once configured, you can insert variables to the required fields.

  1. Open the action configuration panel. For more information, see Add an action to the workflow.

  2. Select a Connection. If you do not have a connection, see Add a connection.
    3. Note: 

    Only the connections created with the List and libraries authentication method will be available in the drop-down list.

    For more information about authentication methods for SharePoint Online connections, see Authentication methods for SharePoint Online connections.

  1. Type a SharePoint site URL and click Retrieve lists.

    2. Example: https://domain.sharepoint.com/sites/hr

    All the lists in the specified site are displayed in the List name drop-down list to select from.

  1. Select the List name of the list that has the item you want to copy.

  2. Specify the Item ID of the item you want to copy. For more information about how to find the Item ID, see Item ID.
  3. Type the Destination SharePoint Online site URL and click Retrieve lists.

    4. Example: https://domain.sharepoint.com/sites/hr

    All the lists in the specified site are displayed in the List name drop-down list to select from.

  1. Select the destination List name to copy the item to.

SharePoint Online - Copy an item action fields and settings

Important: Before inserting variables in the action configuration, you must manually type or select the values and populate other dependent fields in order to retrieve the output data. Once configured, you can insert variables to the required fields.

Section Field Description Variable types
 

Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.

SharePoint Online connection to access the SharePoint Online site to use for the action.

To refresh the available connections, click Refresh.

 (n/a)
Source item

SharePoint site URL

The URL of the SharePoint Online site that has the list or document library you want to use.

To retrieve the lists for the SharePoint site URL, type the SharePoint site URL and click Retrieve lists.

Example: https://domain.sharepoint.com/sites/hr

Boolean, Collection, DateTime, Decimal, Integer, Text
 

List name

The list that has the item you want to copy.

The lists and document libraries within the site specified in SharePoint site URL are displayed in the drop-down list.

Text, Decimal, Integer, Boolean, DateTime, Collection
  Item ID

The ID of the list item you want to copy to another list.

  1. Open the SharePoint Online list that contains the item.

  2. At the top of any column, select the down arrow, then select Column settings > Show/hide columns.

  3. In the Edit view columns pane that is displayed, select the ID check box and click Apply.

    The ID column is displayed in your list.

Integer
  Include item attachments

Select the check box if you want to copy the attachments of the item.

Note: Maximum file size allowed is 200 MB.

Boolean
Destination location SharePoint site URL

The URL of the destination SharePoint Online site containing the list you want to add the copied item to.

To retrieve the lists or libraries for the SharePoint site URL, type the SharePoint site URL and click Retrieve lists.

Example: https://domain.sharepoint.com/sites/hr

 Text, Decimal, Integer, Boolean, DateTime, Collection
  List name

The destination list name. The list that you want to add the copied item to.

The lists and document libraries within the site specified in SharePoint site URL are displayed in the drop-down list.

 Text, Decimal, Integer, Boolean, DateTime, Collection
  Folder path

The destination folder to add the item.

If a folder path is not specified, the item is added at the root level of the list.

Text, Decimal, Integer, Boolean, DateTime, Collection
Output Result

Stores the result of the action in an object with the following variables:

  • Item ID: Integer variable to store the item ID of the copied item.
  • Item URL: Text variable to store the URL of the copied item.
 Object