Question

In workflow when moving document, replace instead of renaming it.

Workflow Version 8 Version 10 Version 11

Updated March 22, 2021

asked on March 19, 2021

Is there a way in a workflow to replace a document you are moving that has the same name instead of renaming without writing more steps to see if it already exists? I know in the client you can change a setting to prompt what to do with conflicts.

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replied on March 21, 2021

This may not be the solution you are looking for but you can enable Version Control at the parent folder level, which will ensure any naming conflicts within the folder are appended as a new version of the same file instead.

There is a script you can use in Workflow to enable version control on the folder before you route your file.

https://answers.laserfiche.com/questions/110492/How-to-create-a-Folder-that-implements-Version-Control-in-Workflow#110509

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replied on March 22, 2021

The other option is to do a find entry and then a conditional sequence to delete original if it exists and then do the move.

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replied on March 22, 2021

Thanks Bert. That's essentially what I did. I set it up as its own workflow that I can pass an entry and a path into so I can reuse it in multiple solutions.

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replied on March 19, 2021

I'm sure you could do it with a scripting activity, but with basic Workflow activities for Move Entry and Route Entry to Folder, they are just not set-up to have the options to choose to override a document.

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replied on March 19, 2021

There isn't a way to do this with Workflow; on a naming conflict, it will always append a number to the end of the name.

The settings you're referring to in the LF Client also only apply to new documents being imported; it has the same functionality when moving an existing document from one folder to another (it will prompt you to change the name or append a number).

To accomplish your task, you will need to build extra logic into your Workflow.

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In workflow when moving document, replace instead of renaming it.

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