I need a solution to copy updated files to a different docum

Workflow Actions Pack Microsoft 365 version
1

I’ve downloaded your trial software, so hopefully this will be really simple setup, but I’m looking for a solution to take files with a filename that starts with ‘abc’ saved in a doc library on a sub-site and copy them from the document library they are saved in, to a different doc library on the home site. Do you possibly have a tutorial for this or any documentation?

2

Hi,
This blog article describes the case similar to yours.
You can use the workflow action ‘Get items by query’ to query all documents with a name that starts with ‘abc’. This workflow action allows to query list items or documents using CAML query.
Then you can use the workflow action ‘Copy document from library’ to copy document cros-site.
Feel free to ask additional questions or request additional functionality.

3

Thanks Roman. Do I need to be well versed in CAML to leverage the solution?

4

If you want to use just Contains condition it is quite simple CAML query. Anyway you can use free tool like this: plumsail.com/workflow-actions-pa … /#GetItems

5

Is there no way to just copy all documents from a library to another library? I have the libraries setup so that only the files that need to be copied are stored there. I just need to offload them to another location so they can be edited. Is the CAML query required for this basic functionality?

6

You can use ‘Copy Folder from Library’ workflow action:
plumsail.com/workflow-actions-pa … CopyFolder
Just specify URL of document library instead of URL of folder.

7

Roman, thanks for all the help. I continue to get the same error, “An unhandled exception occurred during the execution of the workflow instance. Exception details: System.Net.WebException: Unable to connect to the remote server —> System.Net.Sockets.SocketException: A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed because connected host has failed to respond”, no matter which of the Plumsail workflow tools I use. Any ideas?

8

Hi,

To solve your issue we need a little more information.

Please publish a screenshot of your the configured workflow and workflow history with error here (without sensitive data) or send it to contact@plumsail.com.

Thank you in advance.