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Question

Question

Records Management Properties Activity for Permanent Records

asked on July 2, 2020

Hello Everyone,

 

I did a quick search of answers for workflow and did not come across anything for permanent records.  I am currently playing around with 10.4.1.223 workflow and 10.4.41.147 repository and the set records management properties activity in workflow.  I don't know if what I am looking for might be in a higher version.

 

I want to know if there is any way in workflow to set a record with the "Designate records within this collection as permanent".  I can make a retention schedule that is called Permanent and set it to 100+ years but that is not really permanent.

 

As a specific example, I am looking to put Adoption files into a folder designated as permanent so they cannot be deleted.  I suppose I could create a hold called Adoption and put all the folders under the hold but I would like to set it up properly from the beginning.  Hopefully without the work of manually setting all the folder to permanent.

 

Any input is appreciated.  Thanks.

PermanentDesignation.jpg
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Replies

replied on September 16, 2021

Jennifer, Did you ever get any information about this issue?  I'm facing a similar situation.  I'm going to try creating a hidden uncutoff "prototype" folder marked as permanent, and then copy that folder in Workflow to create the record folder I want.

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replied on September 27, 2021

This works

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