Document Library Rules

craigh — Wed, 02 Feb 2011 13:54:34 GMT

Good day.I am trying to create rules for a document library and I am having trouble.I need to do a couple of things. 1) I need an email to go out each time a document version changes in a folder. 2) I need for folks to somehow acknowledge the new version / approve it, and for any exceptions (non-a

Re: Document Library Rules

jao — Wed, 09 Mar 2011 00:17:38 GMT

There are a number of ways to accomplish this, I'll tell you what I think is the easiest:

1. Create three folders: 1 for review, 1 for approved, 1 for rejected
2. Create a rule for each folder as follows:
==========
For Review
==========
Create Rule
When: Items are created or enter this folder
           Items are updated
If all criteria are met: All items
Unless all criteria are met: Name Contains doclib
                                        Name Contains webpreview
Perform Action: Send email
Perform Action: Add Simple Workflow
Approve: When action taken: Move item to [approved folder]
Reject: When action taken: Move item to [rejected folder]

===========
Approved
===========
Create Rule
When: Items are created or enter this folder
           Items are updated
If all criteria are met: All items
Unless all criteria are met: Name Contains doclib
                                        Name Contains webpreview
Perform Action: Copy to [production folder]

============
Rejected
============
Create Rule (1)
When: Items are created or enter this folder
If all criteria are met: All items
Unless all criteria are met: Name Contains doclib
                                        Name Contains webpreview
Perform Action: Send email

Create Rule (2)
When: Items are updated
If all criteria are met: All items
Unless all criteria are met: Name Contains doclib
                                        Name Contains webpreview
Move to: [for review folder]

Re: Document Library Rules

craigh — Mon, 14 Mar 2011 20:43:29 GMT

Thank you! I am excited to go and try it out!

Thanks so much for you time.. will let you know how it goes!

topic Re: Document Library Rules in Alfresco Archive

Document Library Rules

Re: Document Library Rules

Re: Document Library Rules