Skip to main content
Solved

New Doc revision - not copy the file from old rev


Marcel.Ausan
Ultimate Hero (Partner)
Forum|alt.badge.img+22

@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.

 

 

Best answer by Mathias Dahl

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.

View original
Did this topic help you find an answer to your question?

8 replies

Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2831 replies
  • Answer
  • February 7, 2024

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.


Marcel.Ausan
Ultimate Hero (Partner)
Forum|alt.badge.img+22
  • Author
  • Ultimate Hero (Partner)
  • 1142 replies
  • February 7, 2024

@Mathias Dahl thanks for your answer!


Marcel.Ausan
Ultimate Hero (Partner)
Forum|alt.badge.img+22
  • Author
  • Ultimate Hero (Partner)
  • 1142 replies
  • February 7, 2024

@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)

 


dsj
Superhero (Partner)
Forum|alt.badge.img+22
  • Superhero (Partner)
  • 837 replies
  • February 7, 2024
Marcel.Ausan wrote:

@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 😎


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2831 replies
  • February 7, 2024

@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?

 


Marcel.Ausan
Ultimate Hero (Partner)
Forum|alt.badge.img+22
  • Author
  • Ultimate Hero (Partner)
  • 1142 replies
  • February 7, 2024

@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!

 


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2831 replies
  • February 8, 2024

Workflows at their best! :) 

Thanks for sharing!


Mathias Dahl
Superhero (Employee)
Forum|alt.badge.img+32
  • Superhero (Employee)
  • 2831 replies
  • February 19, 2024

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

 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings