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SharePoint Custom Columns for Document Copy to New Library

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Posted on by Community Power Pla... Microsoft Employee

Hi everyone,

I am looking for a way to copy a document to a new library when a new document is uploaded, but need it to route to different locations based on a required field. The required field could be a dropdown column or a managed metadata column pending if either is possible or easier.

Example: Upload document to document library 1, user enters required location field (dropdown or managed metadata column) and based on the selection it routes to a specific document library folder location somewhere else.

I can get the copying to work fine, but the "IF" statement based on the user selection I am unable to find a way.

Thanks in advance! Any help or direction would be greatly appreciated 🙂

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Building flows

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v-monli-msft Microsoft Employee on at

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Hi Jakey,

It is not possible to achieve this in flow so far. Per my understanding, your requiement will have 2 triggers, when a new file is created in a library and when a user create a new record somewhere. This cannot be done.

Regards,

Mona

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abm abm 32,985 Most Valuable Professional on at

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Hi @Anonymous,

If it is a SharePoint list you can access a dropdown value using the IF condition. Can you please post your Flow screen shot and SharePoint library type (list or document library)?

Thanks

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Community Power Pla... Microsoft Employee on at

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Hi @abm and @v-monli-msft,

I have a document library in SPO with a custom column that is a dropdown containing three selections (Location 1, Location 2 and Location 3). A user will upload a new document, enter in the dropdown field as it is a required field before being checked in and pending the selection the user makes the Flow will send a copy to another document library outside of the current SharePoint site. I have tried multiple ways of doing the send step and the below screenshot is one of the many that failed. Please note that I am open to other ways for the selection of the location to happen, but figured either a dropdown colum or a managed meta data colum would be the easiest.

The Flow should work as follows:

Step 1 - When new item (document) is created *Can do this*
Step 2 - If "Location = Location 1" proceed to Step 3 else do nothing *Unable to get the condition to work*
Step 3 - Copy item to document library 2 *Can do this*

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kosmoxxx 2 on at

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Hi Jakey,
did you find a solution for that? I need the same, too and cannot find appropriate way.
If anyone has an idea?
Thanks, kosmoxxx

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