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Question

How can I automate records management functions such as having workflow enter an Event date?

Records Management Workflow
Updated February 24, 2014
asked on November 26, 2013

 

I've always heard it said that Laserfiche can automate all records management functions except for final destruction. I am interesting in automating the entering of Event based cutoff dates. So far all I can find is the ability to enter an Event date manually. Can I have workflow enter that for me based on criteria such as a date metadata field?

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Answer

APPROVED ANSWER
replied on November 26, 2013

Workflow doesn't have built-in activities for records management. You can, however, use scripts to set events dates.

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View 1 previous reply
replied on February 24, 2014

Hello Miruna,

 

Any workflow limitations with regard to RME? More specifically, can workflows invoke Rename Entry to rename a record/folder series?

 

Thanks in advance,

 

Louis-Simon

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replied on February 24, 2014

Yes, record series are just entries.

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replied on February 24, 2014

Miruna,

 

Forgot to mention that the client needs to mass-update the record series' code as well. Since the code is RM specific, do I need an SDK activity and, if so, which library should I look at ?

 

Kindly,

 

Louis-Simon

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replied on February 24, 2014

Yes, you would use an SDK activity. See the section on record series in the SDK help. You could use either LFSO or RepositoryAccess (depending on your version of Workflow).

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