Automate Moving Items into Folders in a List [duplicate]
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11-10-2020 - |
Question
When I have large lists or new ones that could become large lists I would like to create an automated way to move items into folders to help with performance on the root level of the list.
For a custom list that has folders enabled I am aware that as an administrator I can use the content and structure part of SharePoint to move items into folders manually. I think it would be great to automate this in some way using workflows.
I was planning on moving items into folders by Year / Month biased on the created date of the items. Other things I could add to my lists would be a status to indicate when the archive move would be appropriate for the items to move into the folders such as a "completed" status of some sort.
My archive folder tree would be as follows
- Archive 2016
- January-16
- February-16
- March-16
etc...
Looking forward to your ideas around automatic folder archiving, This would be done on a SharePoint 2013 on prem site where 2010/2013 workflows could be used.
Solution
You cannot move items with a workflow. You could create an item with all the field values inside a folder. Or you can copy the item into another list.