Solved: Moving document to an archive library when status ...

Christy_Roach · ‎03-11-2019

I've got multiple libaries that I want to set up an automatic workflow on. When the status changes from current to archive, I want the document to be moved to the archive library. These are custom list in the on-line environment. Is this possible?

v-yamao-msft · ‎03-13-2019

Hi @Christy_Roach ,

Do you want to move documents from one library to another library when the status changes to specific value?

I assume that the Status is a custom Choice column in the library.

I have made the following flow for your reference.

Before starting the flow, I created two libraries with the same columns.

Then configure the flow with the trigger When a file is created or modified (properties only), add a Condition to check if the Status value is equal to Archive.

Under if yes branch, add an action Move file to move file.

Note: if the two libraries don’t have the same columns, it will return an error message “Missing or mismatched field definition on the destination list”.

Images for your reference.

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

v-yamao-msft · ‎03-13-2019

Hi @Christy_Roach ,

Do you want to move documents from one library to another library when the status changes to specific value?

I assume that the Status is a custom Choice column in the library.

I have made the following flow for your reference.

Before starting the flow, I created two libraries with the same columns.

Then configure the flow with the trigger When a file is created or modified (properties only), add a Condition to check if the Status value is equal to Archive.

Under if yes branch, add an action Move file to move file.

Note: if the two libraries don’t have the same columns, it will return an error message “Missing or mismatched field definition on the destination list”.

Images for your reference.

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Christy_Roach · ‎04-30-2019

I have been able to use this information to set up the flow successfully to move documents from 4 of my 5 libraries to the archive library when the status is changed to archive. The 5th library is giving me a fit and I'm wondering if anyone can provide me with direction? I have checked several times to make sure that the columns are exactly the same and in some cases have replaced the columns with the correct/exact information so that they do match. That is what I've done on the other 4 but on the 5th one, it's still not working. Here is the error message that I'm getting:

Missing or mismatched field definition on the destination list for source field 'Page' type 'Text'. Source site template id 'SitePagePublishing', target site template id 'SitePagePublishing'. Total blocked root objects in this operation is [1].
clientRequestId: 742f5e54-019a-487f-9d93-d3831eadc781
serviceRequestId: 9613d89e-f078-8000-8f19-3f7e2ed6732c

I've attached my images of the flow I've set up, It's working on 4 other libraries so I don't think the issue is the flow but somehow the underlying libraries.

Thank you for any help you can give me.

Christy_Roach · ‎04-30-2019

I have been able to use this information to set up the flow successfully to move documents from 4 of my 5 libraries to the archive library when the status is changed to archive. The 5th library is giving me a fit and I'm wondering if anyone can provide me with direction? I have checked several times to make sure that the columns are exactly the same and in some cases have replaced the columns with the correct/exact information so that they do match. That is what I've done on the other 4 but on the 5th one, it's still not working. Here is the error message that I'm getting:

Missing or mismatched field definition on the destination list for source field 'Page' type 'Text'. Source site template id 'SitePagePublishing', target site template id 'SitePagePublishing'. Total blocked root objects in this operation is [1].
clientRequestId: 742f5e54-019a-487f-9d93-d3831eadc781
serviceRequestId: 9613d89e-f078-8000-8f19-3f7e2ed6732c

I've attached my images of the flow I've set up, It's working on 4 other libraries so I don't think the issue is the flow but somehow the underlying libraries.

Thank you for any help you can give me.

Christy_Roach · ‎04-30-2019

Please disregard. I finally got this figured out.

Jsharkey · ‎07-24-2020

Can you explain how you resolved this? I am implementing something similar. I am currently facing an issue with the archive expecting a column of type workflow status, I need to move the file and not copy it because i need to maintain the version history of the document.

How did you resolve this?

GUSers · ‎12-11-2020

I'm in a similar boat trying to move files based on a Yes/No field being toggle to Yes. However, I've tried what you've got screen shots for above with the Condition, but the condition is evaluating as false when I change that value on a file. I've also been trying the Trigger Conditions on the trigger action so that the flow only runs when that specific trigger is met and not on all modifications to files checking for the Condition Action being met.