Delete uploaded file in form process in Cloud

replied on December 1

Are you referring to a file that has been stored in the repository, or just something that was attached in a standard File Upload field?

For File Upload fields, you can configure Data Maintenance policies (globally, or per variable) to have Forms automatically remove the files once the instance ends (completed, terminated, etc.)

From the Variable Management page, just select your file upload field and click the gear icon:

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replied on December 2

Is this option within Cloud?

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replied on December 2

I would've expected it to be, but now I'm not sure. I see a couple of posts about it but I don't know if it has actually been added.

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replied on November 28 • Show version history

Hi @████████, try this guide, and let me know if works for you.

Try using "Delete Entry" activity in your workflow to delete an uploaded document after the process is completed:

Open the Workflow Designer:
- Navigate to the workflow designer where you want to add the delete functionality.
Add the Delete Entry Activity:
- Drag the "Delete Entry" activity from the toolbox pane and drop it into the Designer pane of your workflow.
Configure the Delete Entry Activity:
- In the properties pane, provide a name and description for the activity to help identify its purpose.
- In the Connection Profile property box, select the repository that you want the activity to use.
- In the Options property box, you can choose additional deleting options:
  - Purge entry after deleting: This option will permanently delete the entry from the Laserfiche repository, removing it from the recycle bin. Note that this action is irreversible.
  - Only delete empty folders: This option will only delete folders that contain no entries.
- In the Entry to Delete property box, specify the entry you want to delete. You can select the entry based on the context of your workflow, such as using a token that references the uploaded document.
Publish the Workflow:
- Once you are satisfied with the configuration and testing, click the Publish button to make the workflow ready for use.

If you need follow this link: https://doc.laserfiche.com/laserfiche/en-us/Content/Resources/Workflow/Activities/Delete-Entry.htm

PS: I strongly recommend that you do this only with the full assurance that you are handling the correct paths in the Repository, because in the process you may delete sensitive information from other folders.

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replied on December 2

Thank you for those details, however I was looking for a way to remove the uploaded document in the forms instance.

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replied on December 2

Good morning,

To remove or delete a document upload from an instance before saving the form into the repository, you can configure the Save to Repository service task in your process. Specifically, you can select the option "Do not include any attachments" to save the form without any attachments. This will prevent the uploaded documents from being saved in the repository at all, effectively removing them from the submission process.

If is a specific document, in the Save Serevice Task, go to the document attachment tab and mark the checkbox (Do not save attachments from this file upload variable).

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Delete uploaded file in form process in Cloud

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