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Remove/Unset Retention

posted on July 31

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.

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replied on July 31

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

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replied on July 31

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.

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