Configure a SharePoint Move Item activity
- Add a SharePoint Move Item activity to the map. See Add an activity.
- On the Extended Properties page of the SharePoint Move Item activity, click the Configuration tab.
- Consume the SharePoint Site to retrieve the location of the SharePoint server and the Kofax TotalAgility Web Service URL.
- In the Select Source box, specify the location from which to move the document.
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Identify the document to move by providing at least one of the
following document attributes:
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Document Name: Enter the name of the document saved in the selected target.
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Relative Path: If the document is saved in a library subfolder, enter the subfolder name.
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Unique Identifier: if the document has a unique identifier, enter the identifier.
The unique identifier takes precedence if you also specify the document name and relative path. The document name takes precedence if you specify only the document name and relative path.
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On the
Select Target list,
select the new location for the document being moved.
To move a document to a library subfolder, enter a Relative Path using a dynamic value (by consuming a variable) or a fixed value.
- To check the document in to SharePoint, click Yes for Check-In.
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To automatically move the document to the Record Center in
SharePoint, click
Yes for
Declare as Record.
Once you declare that a document is a record, TotalAgility adds the document to the SharePoint Record Center.
Note The Declare as Record option is only available for a local SharePoint site. - To overwrite a file with the same name at the target location, select the overwrite option. However, if SharePoint Versioning is enabled, TotalAgility creates a new version of the file instead of overwriting the existing file.
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Click
Save.
If TotalAgility finds insufficient privileges, incorrect parameter values, or a mismatch between the selected location and the TotalAgility Web service, the item is not moved and the job is suspended. Error details appear in the event log.