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Question

Question

Web Client and Desktop Client : version 10.4

asked on May 5, 2021

Is there a way to determine in the column picker or in the details pane if a record has a shortcut created?

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Replies

replied on May 5, 2021

No, the existence of a shortcut is not one of the available columns or visible on the details pane.

I'm curious - how would that information be useful?

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replied on May 5, 2021

Hi Brian - thanks for your reply and the information. The way our repository folder structure is set up  - we have several record types that require a shortcut into a certain template. As records are imported into the repository a manual shortcut is created. Part of my daily QC is to check for shortcuts and I am having to go into the template folder that can contain 1000's of folders where the shortcuts live. As I QC the original record it would be great if there was a an easier way to see if a shortcut has been created. instead of multiple step process. Any ideas or feedback is appreciated. Thank you

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replied on May 5, 2021

My first thought is that this probably shouldn't be a manual process. You could use Workflow to create the shortcut when the record comes in.

As for QC, it wouldn't be hard to write a short program to check for this using either the SDK or a SQL query.

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replied on May 5, 2021

Yes, a shortcut automation workflow is in the works. 

As for Qc - you lost me at SDK... lol! laugh I am not familiar with the technical functions, but I appreciate the input.

I was hoping there would be something showing in the details pane similar to the links or in the column picker like the desktop version showing document relationships. 

Thank you Brian  - appreciate your feedback

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