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New; Creating a workflow to copy records to history

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razed

Programmer
May 27, 2009
4
US
I need to set a workflow that records a record in a list to history once the "date completed" field is filled. Essentially, when the "date completed" field has a date in it, we know the job is done and can be moved to history.

I've not been given much direction in this, but I think I'm up to the task. Problem is, I've never developed in SharePoint before and don't know the terminology very well. I'm reading books and articles but was wondering if anyone would be willing to help push me along on this specific "project" I've been given.

Since I don't understand SharePoint at all yet, I'll give a rough idea of how I believe I'm supposed to get started. Please feel free to help point me in the right direction, as I'm sure I've not got it correct right off the bat.

1) Build an activity (possibly with OnWorkFlowItemChanged or OnTaskChanged, although I don't see the difference yet) which copies the record to history (LogToHistoryListActivity?) then deletes the record on the list.

2) Build a sequential workflow that uses the activity.

Any suggestions welcome. Sorry for the lack of terminology. :/
 
You could probably achieve this through an event listener on the list. Should be pretty straight forward.

Should be pretty straight forward - a full workflow migth be overkill in this instance.

Regards

Matt
 
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