Forum Discussion
Create workflow to copy Doucments from Sites A Doc Library to SharePoint Sites B Doc Library
I am trying to create workflow that when a user puts the document in sharepoint site A document library, it will copy it to different sharepoint site B document library.
I am using SharePoing online (office 365).
The sits are subsites of a main page.
I am open different ways to do this, and suggestions would be appreciated.
Thanks
Jason Randall
8 Replies
- Do you want to copy the document only from site A to site B (one way)? Or do you also want the workflow to update the document in the document library of site A when you update it in the document library of site B (two way)?
On site A is where they create the documents, for all the other sites. The documents are currently.pdf, but could later be word or excel document.
Site A is an audit group and they make 3 different reports for 6 different groups that have thier own site. So we have a total of 18 total reports for site A. Of these reports, 3 need to be copied to each different team site.
Somlonger story short yes, the workflow only needs to go one way.
- On site A is where they create the documents, for all the other sites. The documents are currently.pdf, but could later be word or excel document.
Site A is an audit group and they make 3 different reports for 6 different groups that have their own site. So we have a total of 18 total reports for site A. Of these reports, 3 need to be copied to each different team site.
So long story short yes, the workflow only needs to go one way. - My two cents here...your options are:
(1) Create a Workflow with SharePoint Designer where you will need to do a REST Call to do the copy of the file uploaded to the source document library
(2) Do the same with a Flow workflow....you will need again to do a REST call to do the copy of the file uploaded to the source document library. I have also reviewed Flow actions and there is a webhook one that you might want to dig into in order to see it fits in your scenario
(3) Use the no coding approach by means of the Content Organizer that allows you to move (not to copy) documents from one library to another one that can live on another site. Bear in mind that this approach move the document
(4) Explore the possibility of using Webhooks...the downside of Webhooks in SPO is that they are still in preview- I will give a look and let you know. Thanks.
- I will give it a look. Will it work for all users?
