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Question

Question

Tracking shortcuts in RME

asked on August 26, 2015

Hello,

I have a client that we just implemented RME for. They have some unique requirements and they don't use RME according to best practices. When the Records Manager decides that a document does not need any more modification by users, he runs the 'Send To RMS' business process, which sends the documents from regular folders to the record folders and creates shortcuts in the original folder location. From time to time, some documents that have been sent to RMS will need to be modified again, and the Records Manager will run a 'Send Back To Regular Folder' business process. This process sends the real document back to the original/regular folder and removes the shortcut that was there.

The issue that we are having is that, sometimes, users will move the shortcuts of the records from the original folder to another regular folder while the records are in the RM folders. When the Records Manager runs 'Send Back To Regular Folders', the records are being moved back to the original folder, not the new/current location of the shortcuts after being moved. How can I trace the new location of the shortcuts? I see a 'Retrieve Shortcuts' activity in Workflow, but it only returns result count, not a path. Is there a workaround for what we are trying to do?

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Answer

SELECTED ANSWER
replied on August 27, 2015

If it's in the same workflow instance, then you have a reference to it and could look it up with Find Entry. Otherwise, it's not really possible to tell which shortcut you want if there is more than one.

But saying that, it occurs to me that maybe my original post was a bit unclear. You can't get the path directly from Retrieve Shortcuts since there might be more than one. But in For Each Entry you will have the path for each shortcut.

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Replies

replied on August 26, 2015

Retrieve Shortcuts returns a collection of entries that you can process with For Each Entry. There is no path token for the activity since it can return more than one shortcut.

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replied on August 27, 2015

So there is no way of finding the new location/folder path of the shortcut after it has been moved?

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SELECTED ANSWER
replied on August 27, 2015

If it's in the same workflow instance, then you have a reference to it and could look it up with Find Entry. Otherwise, it's not really possible to tell which shortcut you want if there is more than one.

But saying that, it occurs to me that maybe my original post was a bit unclear. You can't get the path directly from Retrieve Shortcuts since there might be more than one. But in For Each Entry you will have the path for each shortcut.

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replied on August 30, 2015

Thanks Miruna! I used the sequence of activities shown in the screenshot and got the results we need. We're now able to find the current location of the shortcut. By the way, there will always only be one shortcut in our case.

Thanks again.

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