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Question

Using tokens with the Set Records Management attributes in Workflow

Records Management Workflow
asked on February 26, 2019

In the 10.4 release it is possible to set Records Management Processes through WF, but there is no way to use tokens for for setting the Retention or cutoff instruction.  Is there a way to script this or some way to use a token for these tools that I'm missing?

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replied on December 24, 2019

Don, hopefully you figured this out, but I'll answer this for the "next guy" with this question.  Workflow Designer has a Toolbox Activity called "Set Records Management Activity" that includes the ability to set the token for Set Retention Schedule, and Assign Cutoff Instructions.  Current version is 10.4.2, but I think this has been around since 10.4.x  This particular Activity has the ability to set EIGHT different RM tokens.

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  • Asked February 26, 2019
  • 94 views
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