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Copy/Move

Copy/Move Multiple Items

HexaCorp Copy/Move Add-in allows users to easily Copy or Move list items from one list to another within a SharePoint site. The Add-in provides a simple yet powerful mechanism for users to manage content across lists.

Features

  • Has the ability to copy to the same list or to a different list within a SharePoint site.
  • Easily accessible from the ribbon.
  • Friendly and intuitive user interface.
  • Move items from a main (Source) list to an archive (Destination) list.
  • Support for special field types such as Lookup, Person/Group and Picture.
  • Security trimmed access
    • Works with IE10, IE11, Firefox and Chrome.

We are continuously working on improving the add-in and adding new features to it. Some of the features we are working on are

  1. Copy/Move items across sites and sub sites.
  2. Copy only fields from the current view.
  3. Support for list attachments.
  4. Support for managed metadata columns.
  5. Support for list types such as announcements and
    contacts.
  6. Copy/Move documents in document libraries.

This section illustrates how the functionalities present in this app can be used:

1. Go to a specific list in the site.

2. Select the item(s) you wish to Copy/Move and then click on the “Copy/Move” icon which is available in the Ribbon under the “Items” tab. This
is shown in the below screenshot:

Screenshot: 1:

3. Once the Copy/Move Items icon is clicked, a dialog window will appear with two types of underlying functionalities as follows:

  • Copy the item(s) to “Same List”
  • And copy the item(s) to “Different List”.

Screenshot: 2:

4. To copy the selected item(s) to a different list, select the “Different List” radio button and then select the destination list from the dropdown where the items will be moved to. This is shown in the below screenshot -3:

Screenshot: 3:

5. Next, click on the “Ok” button to move the copied items to the selected destination list.

Screenshot: 4:

6. Once the “OK” button is clicked, a pop-up window will appear showing the number of items that have been copied to the destination list. The
below screenshot -5 below illustrates this:

Screenshot: 5:

7. Click on the “OK” button to close the pop-up window.

8. To view the copied items, navigate to the destination list. The below screenshot -6 shows the item(s) copied, that have been considered in this example:

Screenshot: 6:

9. To Move items to another list, select the “Move” radio option and then select the destination list from the dropdown. This is shown in the below screenshot -7:

Screenshot: 7:

10. Next, click on the “Ok” button to move the selected item(s) to the selected destination
list.

Screenshot: 8:

11. Once the “OK” option is clicked, a pop-up window will appear showing the number of items that have been moved to the destination list. The
below screenshot -9 illustrates this:

Screenshot: 9:

12. Click on the “OK” button to close the pop-up window.

13. To view the moved items, navigate to the destination list. The below screenshot -10 shows the item(s) moved that have been considered in this example:

Screenshot: 10:

List count before moving items to the destination list in the example used above:

List count after items are moved to the destination list:

Q:1. What is the Copy/Move App?

The Copy/Move App is a SharePoint App that works with SharePoint 2013 and SharePoint Online (Office 365). The app can be installed from the SharePoint App store. It allows users to copy list items from a source list and move them into a destination list, much like traditional copy and paste features in Windows and other operation systems.

Q:2. Does the Copy/Move app support moving items between different SharePoint sites?

No. The current version of the Copy/Move App will only move items within a site.

Q:3. Does the “Copy/Move” app support Libraries?

Only list items are supported. No library files are supported.

Q:4. Does the Copy/Move app support all field types?

No. The Copy/Move app will copy data from all field types except Managed Metadata and External data field type.

Q:5. What permission(s) do I need to use this app?

Contribute permission is required to use this app. If you have Contribute permission, you can proceed by clicking Copy/Move button on list ribbon.

Q:6. Does the “Copy/Move” app support Folder?

No. Only list items are supported.

Q:7. How many items can be moved at one time?

Maximum 100 items can be moved but advisable to move 30 items as per default SharePoint.

Q:8. How to solve “This content cannot be displayed in a frame” issue?

You need to remove your site URL from “Trusted Sites”. Please follow the following steps to remove the site from “Trusted Sites”:

Step: 1. In your browser go to the “Internet options”.

Step: 2. Click on “Security” option, which will appear in the header of the pop-up window.

Step: 3. In this tab click on the “Trusted Sites” option. This will enable the “Sites” button.

Step: 4. Select your site from the “Websites” category box

Step: 5. Next, click on the “Remove” button.

Step: 6. Click “Close” button to close the window and then the “OK” button to complete the process.

  1. Works only with lists of type custom list.
  2. The “Copy/Move” app can only be used to move items having the same source and destination column name (only same schema). That is, having the same number of columns and data type(s).
  3. List attachments and managed metadata columns (Taxonomy) will not be copied or moved to destination list.
  4. Values from all columns of the list will be copied or moved irrespective of the view.
  5. Version history of the list items will not be copied or moved.

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