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Remove/Unset Retention

Workflow
Updated August 3, 2023
posted on July 31, 2020

I love that in Workflow (currently on 10.4.2) we can now apply retention values to a document (e.g. Filing Date, Retention Schedule, Cutoff Instruction) but we have a need to also remove/unset those values.  The issue is if a document is moved out of filing back into someone's work queue, we are wanting Workflow to remove/unset the various retention values as if it were a just scanned doc.

I imagine I can do this via a script or by copying the pages/metadata to a new document but has anyone else found a better way to do this?  Hopefully we can get this added in a future version of WF.

1 0
replied on July 5, 2023

It's been around 3 years since I originally asked this question but have not seen anything official from Laserfiche on the topic.  Will on-prem Workflow activities related to retention be updated to allow for the removal of retention?  Specifically:

  • Remove Filing Date
  • Remove/Unassign Retention Schedule
  • Remove/Unassign Cutoff Instruction
1 0
replied on August 2, 2023

I too would love to know, you haven't heard anything yet have you?

0 0
replied on August 3, 2023

Nothing yet.  I ended up writing my own scripts to remove retention but am still hopeful that eventually the Workflow activities will be updated to handle this.

0 0
replied on March 3, 2022

I am just bumping this thread to see when the Workflow activities will be updated to include removing retention from a document.  Specifically:

  • Remove Filing Date
  • Remove Retention Schedule
  • Remove Cutoff Instruction

 

Hoping Laserfiche will chime in on when these will be added to the Set Records Management Properties activity.

1 0
replied on July 12, 2022

Just bumping this one again as I have more items I need to add to the list.

  • Remove Filing Date
  • Remove Retention Schedule
  • Remove Cutoff Instruction
  • Remove Event Date
1 0
replied on July 31, 2020

Hey Beau,

This thread has some responses from Laserfiche on the topic and may interest you.

https://answers.laserfiche.com/questions/169039/Remove-an-RME-event-using-Workflow

1 0
replied on July 31, 2020

Thanks.  I had seen that one but it appeared Laserfiche had advised to just un-cutoff the record and that would take care of it.  As they never followed up, I was hoping to open the broader topic of being able to remove all retention values from a document just as easily as we can add them.  Without that ability, I fear there will be situations where a document shows as being eligible for cutoff/destruction when it truly is not.

1 0
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