Question

How to programmatically assign security tags with workflow

Workflow Version 10 Security User Group How To

Updated March 20, 2019

asked on March 19, 2019

In one of our projects we have to synchronize access to documents based on information we pull from a SQL database. It is a simple table with only one column for CaseID field which corresponds to Case # field assigned to each document. There may be many documents for any given CaseID and we have to search for all of them to apply a corresponding security tag. All secure tags are already created and are the same as CaseID numbers.

The workflow we have already does most of what we need (see attachment);

1. Execute Custom Query - this gets us all CaseIDs

2. For Each Row we:

2.1 Assign a token DB_CASE_ID to equal to CaseID

2.2 Search repository for all documents that have a Case # field equal to CaseID ({[]:[Case #]=%(ForEachRow_CASEID)})

2.2.1 For Each Entry, for each found entry execute a SDK script to assign a security tag

The workflow works and the only thing we have missing is the SDK script to assign corresponding security tags.

We use workflow version 10.2.1.113

Any help on the SDK script would be much appreciated.

Thanks.

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replied on March 19, 2019

The workflow works and the only thing we have missing is the SDK script to assign corresponding security tags.

You don't need the SDK to assign tags, there is a workflow activity called assign tags for that. Use a Conditional Decision in your For Each Entry loop to assign the correct tag to the current document.

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replied on March 20, 2019 • Show version history

Thank you for the suggestion. We looked into using Assign Tags activity but it does not provide us with what we need. We have hundreds of tags and we can't conditional set them in advance, what we need is to be able to dynamically assign security tags based on the information pulled out of a SQL table.

I found a solution in another forum post:

EntryInfo ei = this.BoundEntryInfo;
String tagName = GetTokenValue("DB_CASE_ID").ToString();
TagInfo ti = Tag.GetInfo(tagName, RASession);
ei.AssignTag(ti, "Comment: added security tag");
ei.Dispose();

This does exactly what we need.

Thank you!

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How to programmatically assign security tags with workflow

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