Copy Share Point Document From One Entity to Another

In earlier article we discussed how we can create Document Location Record using Flow, now let’s say if after creating document location record we also wants to copy document from one entity to another, in our case we are creating contact from account and let’s say we want tot copy Share Point document from accounts to contact. In this article we are going to discuss how we can do this using Flow.

Before going to details make sure you have gone through our earlier blog first
Creating Document Location Record using Flow

After following first blog, you can create contact entity and document location folder for contact entity. Now to copy files from account entity to contact we can use following steps:
Make Sure you are completed flow up-to following steps:
> Next Click on + New Step to add new step
> Search Share Point and select Get Files (property only) action
We will use this steps to get properties details of the files.
> We need to configure it like following

As in above steps we want to retrieve all the files from account folder so we have used following query under Limit Entries to Folder

/account/Account Naame_toUpper(replace(triggerBody()?[‘entity’]?[‘accountid’],’-‘,”))

> Again click on + New Step and add Copy files action from Share Point. We need to configure following properties of this action.
In above steps we need to configure destination folder path like following:


We are using variable where we have already formatted contact id in required format.

We can use above actions to copy files from one entity folder to another entity if required using flow. While setting up path make sure to set it like out of the box Share Point integration .

Hope it will help someone!
Keep learning, Keep sharing !!

Leave a Reply

Your email address will not be published. Required fields are marked *