Can WF move a document based on the template chosen?
Please provide more information.
If you want a document to be moved when it's created/assigned that template, then you can use a starting rule for a workflow.
Otherwise, you can use activities like the Conditional Sequence to see if a document has a specific template.
Yes. You can trigger the workflow based on entry change events that include setting a template.
I have a workflow that moves documents that staff bring into LF and leaves them a shortcut where they brought in the document.
The documents are moved out to my Record Series folders, but I'm the one that decides which Record Series folder they end up in. I'm trying to get WF to do some of the work for me, thinking that it should be able to check my incoming RS folder and see any with the Correspondence template and move those into the Record Series folder for Correspondence.
How do you tell WF to pick only documents with a specific template?
Kenneth's screenshot shows a starting condition on the template name. If you have more than one template you want to work with and would like WF to do different actions based on which template is assigned to the current document, you can use a Routing Decision in the Workflow definition to specify different paths for different templates.
Actually, the screenshot is of a Conditional Sequence, but the idea is still the same.
You can use a starting rule with the same type of setup to define the template, or you can use within the workflow, the conditional sequence, routing decision, or conditional decision activities to define specific actions for documents with a defined template.
I think you can also use conditional parallel activities if you wanted, but that hasn't been mentioned before as it didn't seem to pertain to your specific use case.
Side-track: Conditional Parallel activities wouldn't apply here since a document can only have one template. Conditional Parallel checks conditions in all branches regardless of whether it found one branch that's satisfied, so that's slightly inefficient in cases where only one match is expected. A Routing Decision should be used in this case.
A routing decision could work for me. I'll have to explore that with some of the more common types of documents, see if I can get that to work. Thanks all!
Hi Connie,
If your question has been answered, please let us know by clicking the "This answered my question" button on the response.
If you still need assistance with this matter, just update this thread. Thanks!