Skip to main content
Solved

automatically delete documents DOCMAN

  • June 24, 2021
  • 4 replies
  • 590 views

Forum|alt.badge.img+8

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

Best answer by william.klotz

Hi @DominikaM ,

 

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

4 replies

Nipun Gunaratne
Sidekick (Employee)
Forum|alt.badge.img+9
  • Sidekick (Employee)
  • 55 replies
  • June 24, 2021

Have 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.


william.klotz
Superhero (Customer)
Forum|alt.badge.img+21
  • Superhero (Customer)
  • 479 replies
  • Answer
  • June 24, 2021

Hi @DominikaM ,

 

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


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2903 replies
  • June 25, 2021

The 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 Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2903 replies
  • March 19, 2024

Also see: