Copy item

Copies an item from one list or library to another within the current site (not parent sites and not sub-sites).

This action only allows copying from the root level of a location (e.g; a folder within a document library is not valid) to the root level of another location in the same site. The content type of the source must match the content type of the destination - the workflow will error if the source and destination are incompatible. To copy the library item in the workflow to another location in SharePoint (including folders and sub-folders of the same site), use the action Copy to SharePoint.

Action settings

Field

Description

Copy from

Location of the item to copy.

This mandatory field is used to select the list or library where the item that is to be copied is located.

Where

This mandatory field is used to select the filter criteria to return one or more items to be copied (e.g; Created By, Title, Content Type etc.). The information types available in the drop-down are dependent on what is selected in Copy from.

For instructions on inserting references, see Insert references.

For more information on lookups, see Use lookups and Lookups reference.

Copy to

This mandatory field is used to select the destination in the current site for the item when it is copied. The destinations available in the drop-down are dependent on the content of the site. 

Only root level locations are valid (folders and sub-folders are not supported).

Overwrite an existing item

If the item to copy is a file in a library, and a file with the same name already exists in the target library, this option will determine if the file will be overwritten. If this option is not selected, a time stamp will be added to the end of the filename.

Overwriting a file does not increase its file version.

Troubleshooting

Action not executing

The work load for this action is added to a job queue. The workflow executes jobs in the queue as a batch when it reaches a "commit" point. For more information, see the Nintex article "Commit Pending Changes in Workflow Design." 

Related information

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