Copy or Move Folder

Definition

The Copy or Move Folder action is used to change the location of existing folders. Moving the folder will take the original folder and place it in a new location in the Document Library. Copying the folder will create an identical folder and place it in the new location while leaving the original folder in place.

Instructions

To add the Copy or Move Folder action to the workflow diagram, drag and drop the action from the list on the left onto a "+" icon in the workflow diagram.

Properties

The properties of the action can be customized on the step properties panel on the right-hand side of the workflow designer.

Customize the Step Name and Step Description to add readability to the workflow action within the workflow designer.

Under Folder Action, select either Copy folder or Move folder to determine the action taken.

This action has two configuration buttons, one to set the Source Path (which folder is being relocated) and one to set the Destination Path (where it is going). 

Source Path

Click the Source Path button to determine which folder will be moved or copied.

Configure the Source Path by typing in the Enter Path textbox. The path can be a static value, or you can append workflow variables as tokens. Add tokens by using the Workflow variable dropdown and Append Token button, or by typing the workflow variable name in curly brackets {}.

Destination Path

To establish the path where the folder will be copied or moved to, click the Destination Path button.

Configure the Destination Path by typing in the Enter Path textbox. The path can be a static value, or you can append workflow variables as tokens. Add tokens by using the Workflow variable dropdown and Append Token button, or by typing the workflow variable name in curly brackets {}.

Troubleshooting

The workflow designer will prevent you from publishing a workflow when configurations are incomplete. Here are the most common error messages and how to address them.