Copy Documents – SQL

This is workflow that allows you to copy documents from one item to another. This can be altered to move documents from any place they are stored to another. In this particular instance, the focus is on moving documents from one risk to another.

When creating a risk that you want to copy from, utilize the attachments section of the page and the associated lookup. The lookup is filtered to only show those risks that already have documents associated with them. Upon clicking the save button, a process runs in the background to copy the requested documents from the requested risk to this newly created risk.