Question

Notification When a Document Changes

Workflow

Updated December 11, 2015

asked on December 11, 2015 • Show version history

I'm creating a workflow to manage our filing process. We are a Municipal Planning Department and have applications that last a month or longer and new documents come in over that time period. We want to have one central filing area that will add these to the application document and notify the planner assigned when new pages have been added to the document.

What I'm trying to determine is: Is there a tool in workflow that can identify when a document has been added to (I have been using version control) so that I can use workflow to send an update? The main thing that I'm struggling with is that I am unable to pull a token for the document version.

I've attached the draft workflow. Everything works except I can't figure out a way to configure tokens and a conditional sequence to identify when the documents version has changed. Any help would be greatly appreciated?

-Jeff

Planning Street Files.png (42.54 KB)

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replied on December 11, 2015

If the document owner doesn't have to do take a particular action in this process, you could remove the parallel from this process and create a second workflow which will trigger on entry changes, and then send an email to whoever the document owner is. If you are using a starting rule decision, as part of your criteria you can choose "Entry Changes" and then conditions such as "Page Created" or any other document modifications you want to be notified about.

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replied on December 11, 2015

I actually figured it out myself. I missed the retrieve version history tool. I used that and generated tokens to determine if the version changed. Tested it out and it worked fine.

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Notification When a Document Changes

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