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Question

Question

Workflow to act as forms retention program

asked on October 16, 2017

Evening all,

I'm thinking about creating a workflow that runs on a routine schedule and searches the cf_bp_main_instances table for specific forms over a predetermined timeframe.  In theory, this would allow me to create retention periods for all my forms.  I plan on having the WF update the status to 99 on the entries that are over the timeframe that I determine for retention.  Now, I'm running LF 10.2 and was wondering if there were going to be any issues that can come from this approach.  I'm obviously being a bit cautious.  I do recall that  older version of forms needed to have execute Forms_MigrationDeleteMainInstances in order for the cleanup to take place, but thought that it was more automated in 10.2. If necessary, I do know that I can run the executable on a task or possibly as a script in the Retention Workflow. 

 

Any suggestions?

In all honesty, this seems like a really simple process, I'm surprised that Laserfiche has left the only real options as a delete all instances, or delete 100 at a time.  Or, code your way out of the problem.  Well, I need to keep 3 months worth of forms so I'm stuck deleting 70,000 forms by hand or individually scripting the 80 sum forms processes I use. 

 

Feature Request,  Add retentions!!! or possibly turn that 100 into 1000 at least. This stuff gets tuff when you have over 100,000 forms, and growing, a processing through with a mix of retentions every year. 

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Answer

SELECTED ANSWER
replied on October 20, 2017

All Done.  No real issues. FYI, "exec Forms_MigrationDeleteMainInstances" DB process has an issue that seems to limit it to 1,000 rows at a time.  I just call the function a couple times.  There seem to be some ways to modify, but...

 

Essentially I have 4 retention periods and a multi value variable for each.  Just add the ID's to the retention period variable and you are good to go.  I'm setting mine on a 7 day timer and will never have to clean this stuff up again.  Just passed 20,000 forms a month mark and it was getting tough to screen through everything that needed deleted. 

 

 

 

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