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New Doc revision - not copy the file from old rev

  • 7 February 2024
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@Mathias Dahl 

 

Do you know if there’s any control via Document Default Values to have the File option unchecked by default when we create a new Document revision?

The reason for this is that we implemented a CRIM to notify users when a certain document is about to expire. They would need to then create a new document revision and check-in the new PDF. So, we never will need to copy the old file in the new document revision. 

I see that this FileInfo parameter comes back as True in the API, but I couldn’t find any Document Default Value to control this.

 

 

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Best answer by Mathias Dahl 7 February 2024, 10:55

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Userlevel 7
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I'm quite certain there is no option to control this, sorry. You can ask for it to be added by creating an idea in the Ideas section here in IFS Community.

Userlevel 6
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@Mathias Dahl thanks for your answer!

Userlevel 6
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@Mathias Dahl I managed to create a BPA WF to set the CopyFile to false.

I followed the excellent instructions created by @dsj on his blogpost:

IFS Workflows – Think Big… Start Small… – DSJ's Blog (dsj23.me)

 

Userlevel 7
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@Mathias Dahl I managed to create a BPA WF to set the CopyFile to false.

I followed the excellent instructions created by @dsj on his blogpost:

IFS Workflows – Think Big… Start Small… – DSJ's Blog (dsj23.me)

 

Glad that my blog post helped you straight away 😎

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@Marcel.Ausan awesome! 

And now we are waiting on you to pay back and share the details of your BPA/Workflow… ;-)

Is the BPA kicking in and taking over the Get request or the Post/Patch?

 

Userlevel 6
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@Mathias Dahl the BPA is triggered by the projection action call DocumentRevisionHandling.svc/NewRevInfoSet/IfsApp.DocumentRevisionHandling.NewRevInfo_Default()

This is a GET operation and the WF is doing execution.setVariable(‘CopyFile’, false). As easy as that!

 

Userlevel 7
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Workflows at their best! :) 

Thanks for sharing!

Userlevel 7
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This question might be possible to handle in the same way:

 

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