Question

Workflow to rename files in repository scheduler not working

Workflow

Updated January 27, 2022

asked on January 26, 2022

I know this is basic, but I don't do much with Workflows. I have successfully created a workflow that will rename files based on a template assigned at the time of import into the repository. By successful, I mean that it works when I manually run the workflow and when I manually run the business process.

My problem is that I want this to run in the background automatically so that users don't have to worry about the files getting renamed. For whatever reason, no matter what criteria I put in the workflow/scheduler, I can't get it to work. What am I missing here? Running v10.1

Thanks!

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Replies

replied on January 26, 2022

What type of rules/schedules have you tried? Event based, schedule based, or both?

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replied on January 27, 2022

As JASon mentioned, you have to configure a 'starting rule' from the "Rule manager tab".

It will likely be based on a condition such as "When entry changes" (event type) --> if (all) is true --> template equals your template name.

Be sure to be as specific as possible about the requirements needed to trigger the rule, such as a specific folder path or user, to ensure it is not triggered but day to day events.

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replied on January 27, 2022

I have tried both options (schedule and event based). The event schedule looked for new files with a template assigned and the timed schedule was set to run for 24 hours every day.

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replied on January 27, 2022

And just to confirm, it did not run at all when you set the time schedule so you don't have any instances in the history?

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replied on January 27, 2022

That is correct.

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replied on January 27, 2022

There's quite a lot to check in this situation.

First, on a side note I want to mention that with a schedule running that frequently you should make sure to set it to Single Instance mode in the workflow admin console.

When you're running workflows on a frequent recurring schedule like that, you want to use single instance mode to make sure you don't have any overlap.

Second, I'd recommend you try with a more recent start date. In the past, I've had issues with schedules not kicking off when the date is too far in the past, such as when I created it a long time ago, disabled it, then re-enabled it.

Third, I'd check to see if any other schedules have worked, and make sure there are no issues with the workflow subscriber (for the trigger events). If you've never had any schedules work, then it could be a deeper issue.

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Workflow to rename files in repository scheduler not working

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