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automatically delete documents DOCMAN

  • 24 June 2021
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Userlevel 3
Badge +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

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Best answer by william.klotz 24 June 2021, 18:39

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4 replies

Userlevel 5
Badge +9

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.

Userlevel 7
Badge +21

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

Userlevel 7
Badge +30

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 🙃

Userlevel 7
Badge +30

Also see:

 

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