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Question

Forms - Save to Repository Service Task - Overwrite existing file?

asked on September 16, 2019

We have a complicated forms process that involves submitting a document, being reviewed, and a sent back for changes loop whereby the original submitter is requested to update the submission.  There are "save to repository" steps involved along the way.  We have found that, if an original submission is updated and saved again to the repository, it gets the same name with a " (#)" on the end.  Is there any way to get Forms to overwrite the original document, rather than creating a new copy?  The current structure has the end users confused about which version of the document they should be reviewing.

 

In theory, we can make a workflow that goes in and deletes the document if it already exists, but this seems a little excessive for something that should be just a checkbox.  Plus, we would like to make use of the version tracking options available to documents in the repository (which don't seem to be turned on by default, but that seems like a different but related problem).

 

Thanks in advance,

Neil

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Replies

replied on September 16, 2019

There is no setting in Forms for this. A workflow is the best way to do this. 

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replied on September 16, 2019

Ok, good to know I'm not missing something.  Is there a way in Workflow to combine two documents into one, making the second a revision of the first?  Or am I stuck with deleting and replacing?

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replied on September 17, 2019

Yes, workflow can put the document under version control and overwrite it with a later version. 

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