Workflow activities that operate with documents in SharePoint document libraries

Workflow activities that operate with documents in SharePoint document libraries

The SharePoint workflow activities below provide a wide range of features for operations with items and documents stored in SharePoint Document libraries. You are able to perform a number of operations on your documents in workflow: copy, move, rename, create, delete, download, upload and more - with various settings.

Document library activities

  • Add Watermark To PDF Document
    This workflow action is used to add a text watermark or image watermarks to a PDF file.
  • Check In Item at Url
    This workflow action is used to check in specified item with a comment.
  • Check Out Item at Url
    This workflow action is used to check out list item specified by URL.
  • Copy Document to List Item Attachment
    This workflow action copies the specified document to a list item as an attachment.
  • Copy Folder Structure
    This workflow action recreates a folder structure in a target folder, identical to the structure of the source folder. No content is copied, only empty folders are created.
  • Copy or Move Document
    This workflow action is used to copy, move or rename documents in SharePoint document libraries. It can also copy a document to multiple folders, if they are specified in an array. Optionally, it can copy a document with its version history.
  • Copy or Move Document to Different Farm
    This workflow action is used to copy or move specified document to the document library located on a different SharePoint farm.
  • Copy or Move Folder
    This workflow action copies or moves files from the specified folder to another folder. Document sets are also supported.
  • Create Document from File
    This workflow action is used to add new document or replace existing document by file from disk or network.
  • Create Document from Text
    This workflow action is used to add new text document or replace existing document by new file created from string variable.
  • Create Document Set in the Document Library
    This workflow action creates a document set in a specified document library.
  • Create Folder in the Document Library
    This workflow action is used to create folder in document library.
  • Create Folder in the Document Library at Url
    This workflow action is used to create subfolder in document library or in folder of document library.
  • Create Link to a Document
    This workflow action creates a link in specified library to a document from another library.
  • Delete Folder in the Document Library
    This workflow action is used to delete specified folder with all its content in document library. The error happens if the folder is not found.
  • Delete Folder in the Document Library at Url
    This workflow action is used to delete subfolder in document library or in folder of document library.
  • Discard Check Out Item at Url
    This workflow action is used to discard check out of specified list item.
  • Discard Publish Item
    This workflow action is used to discard list item publishing.
  • Download Documents to Folder
    This workflow action is used to save either all or only specific documents from a document library or folder in document library to local disk or network share. Necessary documents can be specified using a file mask, or CAML query.
  • Get Document Content
    This workflow action is used to retrieve contents of the specified text document to output variable.
  • Get Entry From Folder Property Bag
    This workflow action is used to get specified entry value from property bag of parent folder of specified list item.
  • Get PDF Document Properties
    This workflow action is used to get the properties of PDF document, such as Title, Subject, Author, Creator and Keywords.
  • Is File Locked (HarePoint)
    This workflow condition is used to determine, if the specified file is locked for edit.
  • Publish Item
    This workflow action is used to submit the list item for content approval with the specified comment.
  • Rename Document at Url
    This workflow action is used to rename list item specified by URL.
  • Save Document to File
    This workflow action is used to save document from documents library to local disk or network share.
  • Set Network File Access
    This workflow action is used to specify credentials for a group of Document Library activities that works with files:
    • Save Document to File
    • Create Document From File
    • Upload Documents From Folder
    • Download Documents To Folder
    • Upload Files To List Item Attachments
  • Set PDF Document Properties
    This workflow action is used to set the properties of PDF document, such as Title, Subject, Author, Creator and Keywords.
  • Set PDF Watermark Options
    This workflow action sets the options for the watermark that will be added to a PDF document by an "Add Watermark To PDF Document" action. These actions need to be used in combination.
  • Set Target Site Options
    This workflow action is only used to set target SharePoint site URL, login and password for actions that work with remote SharePoint farm like Copy or Move Document to Different Farm or Copy List Item to Different Farm.
  • Upload Documents from Folder
    This workflow action is used to upload files from local disk or network share to document library.
  • Wait Until File Is Unlocked
    This workflow action pauses the workflow until the specified document is unlocked.

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