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Question

Rename a document manually, and have a workflow rename the shortcuts with workflow in a RME system

Workflow Records Management
Updated July 27, 2016
asked on July 27, 2016

Hi, 

 

I have a customer that has a RME system with a transparent records management workflow, and they don't like that when they need to rename a document that they need to rename the shortcut in the transparent records management folders as well. I'm struggling to conceptualize this workflow, so I'm hoping that someone could give me a push in the right direction. Since most of the users have access to the TRM folders, they would like to be able to rename the shortcut, and have it rename the document automatically. If that is even possible. Thanks in advance for any help. 

 

Brian 

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Answer

SELECTED ANSWER
replied on July 27, 2016

Use the 'retrieve shortcut' activity, then use a 'for each entry' loop to iterate over all the returned shortcuts, and rename them. You just need your workflow to launch when an entry is renamed.

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