HRSD Automatically move attachments No document type available

diana_tat
Tera Contributor

 

 

 

Hi!

 

I am doing the Human Resources (HR) Unguided Simulator (Utah). I have the task to do 

  1. Create a new employee Document Type with the following details:
    • Name: Travel Advance Requests
    • Topic Detail: Payroll System
    • Employee access: << checked >>

  2. Save the record. Observe that the system automatically applied default Security and Retention policies.
  3. Create a new Retention policy with the following details:
    • HR criteria: FTEs with 1 year or more
    • Retention period: Case Created + 1 year
  4. Open the Travel Advance Request HR Service and make the following updates:
     
    • Add a checkmark to the box by Automatically move attachments. This means when a case is closed, any attachments will automatically be moved into the Employee Document Management repository.
    • Employee document type: Travel Advance Requests

I did everything, but when I select the move attachments, the document type is empty. it does not return anything. 

4 REPLIES 4

abirakundu23
Mega Sage

Hi @diana_tat ,

From where have you tried from move attachment?

Are you working this in now learning Lab instance?

yes it's lab instance. well I am trying to move from the service to that document type, as it is mentioned in the requirement

abirakundu23
Mega Sage

Hi @diana_tat ,

 

Please inbox me to get to know more about on this.

Brian Shacklefo
Tera Contributor

Ensure the Topic Detail on your Employee Document Type and your HR Service match.