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Copy Item Workflow using SharePoint Designer 2010

May 30th, 2010

SharePoint Designer 2010 comes with huge improvements in its features. One of the very amazing improvements is designer’s workflows.

Today I’m going to create a list item workflow in SharePoint Designer 2010. This is a simple workflow that you create in several cases. For this demonstration I have created a TeamSite. You can create this workflow for any site.

What we will achieve from this workflow

I have a default announcement list. And then I created another list with the name CopiedAnnouncement with announcement list template. Now I want to create a workflow for announcement list so when I create or change an item in announcement list it will copy the item in CopiedAnnouncement list. Both the lists are identical in structure.

Also I edited my site’s home page to display both lists. For this
Click on Edit Page under Site Actions
Click on Insert under Editing Tools
Select Existing List
Select Announcements and CopiedAnnouncements one by one.

Purpose of displaying lists on the same page is just to see workflows result quickly.

Now come to the main task, and open your site in SharePoint Designer 2010. In order to create a new workflow, click on File menu and select Add Item. Then select the List Workflow under Workflows tab.

Add CopyItem as the name of new workflow. And select the Announcements in the list drop down. Your new workflow will be attached to the selected list.

When ypu click on Create, it will show a popup message to download data for workflow.

Once it completes the downlaod and load the workflow page. Then click on Edit Workflow link.

Now on this screen you can add Conditions and Actions for your workflow. My workflow is very simple and not using any condition so I will just add as Action straight away. Click on the Action from the top ribbon and then select the Copy List Item.

It will create a standard Copy List item Action.

Now select the Current Item for first option and select CopiedAnnouncements for second option. It is pretty straight forward that this action is saying to copy the current list item to selected list.

Now Click on the Save, it will show a save progress message.

Now choose the Start Option. There are three options to trigger a workflow. Start manually, on List Item Created and on List Item Changed. In my case I selected for List item Created. You can find these options under Start Options on the main workflow setting screen.

Now click on the Publish from the top ribbon. This will deploy the workflow on the site and also attached it to the already selected list. Making life easy. When your workflow is deployed, you can verify it by looking into the list workflow setting. CopyItem should be visible there and will show 0 numbers of workflows running at this stage.

Now it is the time to see workflow in action. In order to test the workflow add new item in announcements list. When we add a new item in list it will trigger the workflow to copy the item in CopiedAnnonucements list.

After adding new item in the Announcements list, you just have to refresh the page. Give 5 to 10 seconds to workflows to trigger and then refresh the page. You can see the item copied it the CopiedAnnonucements list.

Thats All, your workflow is ready and working what was expected.

Cheers

  1. June 11th, 2010 at 09:57 | #1

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  2. June 17th, 2010 at 07:36 | #2

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  3. Umar
    July 4th, 2010 at 04:16 | #3

    Nice article , Thanks. I have a question what if I want to copy item in a list in another web application or site collection . I can’t find any thing like “copy list item Extended” like we use to have in SPD 2007 .
    Is there a way to copy item in list in a diff SC or Web App ?

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  13. October 31st, 2010 at 22:13 | #13

    A Very easy to follow post . Every time i read your website i see a unique perspective . In addtition , as a noob developer, i have to say that the structure of your blog is nice . Could you post some information regarding the theme ? . I find it hard to choose among all these themes and widgets.
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  14. November 28th, 2010 at 08:29 | #14

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  15. scott
    August 31st, 2011 at 03:44 | #15

    I have set this but when I add more than one item to the list I expect it to continue to copy items, but it just makes another copy for the first one.

Comments are closed.