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Question

Question

Mass Archive Process

asked on October 30, 2014

I'm working on a Mass Archive process, where tagged documents will be pulled from the staff folders every January 1st, leaving behind a shortcut if they (the staff) used the Archive tag asking for that option.

I'd like to also mark some folders by using a field set to "Mark for Archive" and have this Mass Archive WF also take all the documents in those folders whether they are tagged or not.

What is best of these two options:

1)  Have two scheduled WF's for Jan 1st where the first WF would find all the folders with this field saying "Marked for Archive" and just do one step:  assign the Archive tag to all the documents in those folders?  Then, the second WF would run later in the day, removing the docs marked with the Archive tags and creating shortcuts where required, then removing the tags.

2)  Or, have just the one scheduled WF, but alter the WF so that it also looks for these marked folders and handles every document in those folders whether they have tags or not?  Makes my WF a bit complicated.

(I have already created the WF for Mass Archive of the tagged documents, but haven't tried to alter it yet to include groups of documents from folders; haven't figured out how to configure the activities yet.)

Any ideas on what would be best?

 

 

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Replies

replied on October 30, 2014

Having two workflows seems like a good idea, but it might be worth considering separating the two out completely. Have one workflow move the documents that have tags and have the other move the documents that are in the archival folders. 

The advantage of this approach would mean you wouldn't have to add so many tags to documents just to remove them later, and if you wanted to perform the two on different schedules you could do that easily. 

I also attached a simple image of what the second workflow might look like.

 

Good luck with your Mass Archive!

ArchivalWF.png
ArchivalWF.png (13.48 KB)
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