I'm new to SharePoint/Flow/Workflow on SharePoint Designer and have inherited a small sub site which already has workflows setup in designer 2013. We have a project register list/form that when a new item is added to the list a unique Quote reference number is created and a corresponding project folder is created. I want to create a new flow that when the Status column of the Projects list changes to Completed the corresponding project folder (created when the new item is added to the list) is moved into a folder called Archive in the same directory and the list item is hidden from view. I've created the basic flow but am not sure how to make it move the correct folder or hide the list item. Can some please help and advise of the best way to do it?
Hi @Nick_k, and welcome!
I see that your Flow trigger is "when an item is created or modified," so to make sure that you only move folders with a Status of "Completed," you'll want to add in a couple of things.
First, I suggest adding a "Flag" to your items so that you know what you have already run this Flow on. This would be a yes/no column hidden from general users.
Second, I would add a SharePoint Get Items action with a filter query to look for items where the status is Completed. This is necessary since the Flow will trigger on every create/modify. (Note: you can also add a condition to your trigger, but Get items keeps it simple for now.)
From here you have a couple of choices, and that depends on whether your Project Folders have a title that matches the Completed project item. If so, you can make sure you're getting the right folder each time by comparing the folder Name against the List item.
Finally, add the Update Item action to update a property on the initial list item to hide it from a SharePoint view.
Here's what this might look like from a very high level:
And a closer look at using the Filter Query in the Get Items action:
Good Luck! Feel free to reach out again if you have more questions.
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Thanks for your response Ashley!
Sorry, i'm quite a novice. Is the 'initialize variable' the step that would i dentify the corresponding folder to list entry? (so the correct folder is moved?
Sorry i had to put this task on hold and i'm only just revisiting it now. I inherited SharePoint/Flow and PowerBI at work and have little experience with all...
Can you show me a expanded look at your 'move folder' item and how you specify it to move the correct/corresponding folder to the list item? Thanks