Hello,
Do you know a way to automatically delete documents with a specific document class and status?
we need to determine the expiry date of the document and after that date remove it from IFS
Solved
automatically delete documents DOCMAN
Best answer by william.klotz
Hi
What determines when a document is expired or obsolete? If a document is considered obsolete after a new revision of the document is released you can configure document management to purge obsolete documents after a period of time. When you release a new document you have the option of making the old revision as obsolete which would begin the timer to ultimately purge the document.
In the Document Basic data there is a tab named Document Default Values where you can change parameter settings to meet your needs. The parameter to determine how long to keep an obsolete document is called DAYS_EXPIRED
Regards,
William Klotz
+9Have you tried to create an EVENT action to do this ? I think you can use an Event action to automatically delete specific document class with a status.
+21Hi
What determines when a document is expired or obsolete? If a document is considered obsolete after a new revision of the document is released you can configure document management to purge obsolete documents after a period of time. When you release a new document you have the option of making the old revision as obsolete which would begin the timer to ultimately purge the document.
In the Document Basic data there is a tab named Document Default Values where you can change parameter settings to meet your needs. The parameter to determine how long to keep an obsolete document is called DAYS_EXPIRED
Regards,
William Klotz
+32The actual delete cannot be done by an event action because there is currently no event to act on. This require a small mod. I suggest a background job to run at regular intervals, looking for obsolete documents that are expired (see above about the setting we have for that). A simpler approach is to have someone just make a search for expired documents once per month or so, deleting the ones that are found. It only takes a recurring appointment in the calendar to set up 🙃
/Mathias
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