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Copy a Document Using Chains

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Hi everyone,

I'm trying to copy a Workiva document using a chain. My goal is to not only copy the document itself but also the related spreadsheet while maintaining the connections to queries. Has anyone attempted this before? Any tips or guidance would be greatly appreciated!

Thanks in advance!

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  • Wade Hays

    Hi Gabriel,

    You can initiate a file copy with a chain, but it requires using an HTTP connector to make API calls to the Prototype Platform API.

    Here's the documentation for the endpoint: https://developers.workiva.com/prototype-platform/prototype-copyfile/

    Just a heads-up: Prototype endpoints can change or be removed without notice.

    Regards, Wade
    --
    Wade Hays - Tower Turn

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  • Thomas Jackson

    Hi Wade,

    Similar to the above query, is it possible to copy an entire folder and choose the location to copy it to? Looking to roll forward spreadsheets in 100+ folders, but want to archive them beforehand (we have a control sheet of which folders we want to roll forward and archive, hence we can't just put them all in one folder and copy the entire thing)

    Thanks in advance

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  • Wade Hays

    Hi Thomas,

    There isn't a single "Copy Folder" command, but this is an excellent use case for a Chain.

    The process would look just like you're imagining: the chain would read your control sheet to get the list of folders, and then iterate through them one-by-one. For each folder in your list, the chain would:

    • Create a new destination folder in your chosen archive location (e.g., "Original Name - Archived 2025-09-02").

    • List all files within the source folder.

    • Iterate through the files, using the HTTP connector to call the copyFile API endpoint I linked to in my previous post, copying each one to the new destination.

    Just to reiterate my earlier heads-up, since that is a Prototype endpoint, it's important to build in good error checking as it's not officially supported and could change.

    While the logic is straightforward, designing a robust, iterative chain for 100+ folders introduces complexities around performance and error handling. For instance, to make the process run efficiently, the work could be split to run in parallel, processing several folders simultaneously instead of one by one. This is exactly the type of advanced process automation my company, Tower Turn, specializes in. If you'd like to explore having a solution like this built, feel free to connect. I'd be happy to chat about how we could tackle it.

    Regards,
    Wade
    --
    Wade Hays - https://towerturn.com/services/dedicated-expert

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  • Gabriel Plamondon

    Hi Thomas,

    I think the best way to achieve that is not to use chains, but to use the built in functionality to copy a folder : Copy a file or folder – Support Center.

    Have you tried it?

    Good luck!

     

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