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jakey-demo
Level: Power Up

SharePoint Custom Columns for Document Copy to New Library

Hi everyone,

 

I am looking for a way to copy a document to a new library when a new document is uploaded, but need it to route to different locations based on a required field.  The required field could be a dropdown column or a managed metadata column pending if either is possible or easier.

 

Example:  Upload document to document library 1, user enters required location field (dropdown or managed metadata column) and based on the selection it routes to a specific document library folder location somewhere else.

 

I can get the copying to work fine, but the "IF" statement based on the user selection I am unable to find a way.

 

Thanks in advance!  Any help or direction would be greatly appreciated 🙂

4 REPLIES 4
Community Support Team
Community Support Team

Re: SharePoint Custom Columns for Document Copy to New Library

Hi Jakey,

 

It is not possible to achieve this in flow so far. Per my understanding, your requiement will have 2 triggers, when a new file is created in a library and when a user create a new record somewhere. This cannot be done.

 

Regards,

Mona

Community Support Team _ Mona Li
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Super User
Super User

Re: SharePoint Custom Columns for Document Copy to New Library

Hi @jakey-demo,

 

If it is a SharePoint list you can access a dropdown value using the IF condition. Can you please post your Flow screen shot and SharePoint library type (list or document library)?

 

Thanks



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jakey-demo
Level: Power Up

Re: SharePoint Custom Columns for Document Copy to New Library

Hi @abm and @v-monli-msft,

 

I have a document library in SPO with a custom column that is a dropdown containing three selections (Location 1, Location 2 and Location 3).  A user will upload a new document, enter in the dropdown field as it is a required field before being checked in and pending the selection the user makes the Flow will send a copy to another document library outside of the current SharePoint site.  I have tried multiple ways of doing the send step and the below screenshot is one of the many that failed.  Please note that I am open to other ways for the selection of the location to happen, but figured either a dropdown colum or a managed meta data colum would be the easiest.

 

The Flow should work as follows:

 

Step 1 - When new item (document) is created *Can do this*

Step 2 - If "Location = Location 1" proceed to Step 3 else do nothing *Unable to get the condition to work*

Step 3 - Copy item to document library 2 *Can do this*

 

 

 

Picture1.pngPicture2.png

kosmoxxx
Level: Powered On

Re: SharePoint Custom Columns for Document Copy to New Library

Hi Jakey,

did you find a solution for that? I need the same, too and cannot find appropriate way.
If anyone has an idea?

Thanks, kosmoxxx

 

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