Copy Document Plug-in
You can use the Copy Document plug-in to create a copy of a document, a supporting document, or both. Documents are copied to a file system or a folder inside a File Library. This plug-in only works for the custom Excel workflow.
AppPool users must have permission to access the specified directory to save the file.
As you design this plug-in, selecting the "All" option will not enable the plug-in to work in all of the options noted. The "All" option means only that all options will be shown at one time.
Properties
Name | Description | Mandatory | Group Name | Modes |
---|---|---|---|---|
directory |
The file system directory into which you copy the document. Example: Direct value: D:\Files\Public\Users\ Value from solution field: [field1] |
No | Document Target | Directory |
datafilename |
The new name for the data file document. The extension in the copied document will remain the same as that of the original document. If the new name is not specified, the document copy will retain its original name. Example: Direct Value: Daily-Records.xlsx Value from solution field: [field1] |
No | Document Details | All |
includeitem |
The item to include. DataFile: Copy the data file only. SupportingDocument: Copy supporting documents only. Both: Copy both the data file and the supporting document. |
Yes | Document Details | All |
supportingfilename |
The new name for the supporting file document(s). The extension in the copied document remains the same as that of the original document. If the new name is not specified, the document copy will retain its original name. If there are multiple supporting documents, an underscore and a number is added to the end of each supporting document name, as follows: <SupportingDocumentName>_1, <SupportingDocumentName>_2. Example: Direct Value : Daily-Records Value from solution field: [field1] |
No | Document Details | All |
folder | The folder name of File Library into which the document is copied. | No | Document Target | File Library |