Question

creating records folders in Workflow

Workflow Records Management

Updated July 1, 2014

asked on June 29, 2014

Can Workflow create Records Folders? With so many different records series it is somewhat time consuming to create records folders when the system can create regular folders but I have to manually create the Records folders to put them in. I read the answer to a similar question to mine, saying that the DOD 5015 requirement says that you can't have anything automated from a records management standpoint. Does that really relate to creating the records folder. I understand if you are destroying the folders.

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SELECTED ANSWER

replied on July 1, 2014

Ben is correct. The Laserfiche Server automatically makes any folders created in the root of a record series into record folders.

As far as assigning record properties, there is nothing built into Workflow for records management at this time. But you can set those through a script activity.

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Replies

replied on June 30, 2014

Hey there,

Folders created within the bottom levels of a record series will be automatically created as records folders.

-Ben

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replied on July 1, 2014

Hi Mark,

If your question has been answered, please click the "This answered my question" button on the response.

If you still need assistance with this matter, just update this thread. Thanks!

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replied on July 1, 2014

Kelsey, Thanks for checking on my request. I mean no disrespect to Ben and I appreciate that he answered my question, but if I here the same answer from more than one person, my confidence in the answer increases dramatically. So is it true I can create Records folder (not just folders) with Workflow? If so, can I also assign a filing date, cut off instructions and retention schedule to the folder?

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SELECTED ANSWER

replied on July 1, 2014

Ben is correct. The Laserfiche Server automatically makes any folders created in the root of a record series into record folders.

As far as assigning record properties, there is nothing built into Workflow for records management at this time. But you can set those through a script activity.

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creating records folders in Workflow

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