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Question

Question

Setting alternate retention using workflow activity

asked on December 17, 2019

I am setting up flexible Records Management in Laserfiche 10.4.  

There is a retention schedule that has a current training document being superseded by a new training document. But there is an alternate retention so that if the training document doesn't get superseded before the employee separates, the record is kept for 75 years after separation.  I am trying to use workflow Records Management Set Event Date activity to set the "after separation" event date for the alternate retention when the employee separates.  The documents with the alternate retention schedule have not yet been superseded or cutoff yet.

When the workflow runs it does not set the event date on the alternate retention.  It gives the following error message:

Operation or command invalid for the requested type of object. [9000]

Any help will be greatly appreciated.

Thanks!

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Replies

replied on October 28, 2021

@Janice Hall, did you ever work something out for this workflow?  I just discovered "alternate retention schedules" and have a purpose for two of them.  Workflow would be perfect for re-setting the retention on these when the right trigger happens.  I would love to hear if you got this working.

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replied on June 21, 2022

Did either of you get any further with this? I have a very similar situation and it seems like this is so close to working if only you could tie an event to a metadata field. Any help would be appreciated.
Thank you. 

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