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Copy Item with connected sub list items



  • Christof Nussbaumer

    Hi Setup and Demonstration  Account


    You're on the right track. To copy a CaseFile you can use the "Add List Item" action to create the main item, but for iterating through subitems and duplicate them with reference to new main item, you have to create a "Execute Script" action.


    To get the subitems and iterate through have a look at this post, where we answer how to get sublibrary documents and send its links in a email Using QueryList in Skybow Forms. In your case you should create the new subitems inside the iteration instead of concatenate a string.


    One thing is good to know: Sublist items are related to the main item by a lookup. Sublibrary documents just by a named folder "{mainlistname}-{mainitemid}". This must considered in building the CAML parameter of the QueryList function.


    Hope this helps to start building your "Copy CaseFile Action". Feel free to ask if you need more information.

  • Thank you. I needed to action something very quickly for the client so used an alternative method. However this looks to be very helpful and I will keep this in mind for future issues.


    Thanks again!

  • Christof Nussbaumer

    There is a new idea for this specific functionality Copy/Duplicate list item action open for voting


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