HRSD Automatically move attachments No document type available
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05-17-2024 06:22 AM
Hi!
I am doing the Human Resources (HR) Unguided Simulator (Utah). I have the task to do
- Create a new employee Document Type with the following details:
- Name: Travel Advance Requests
- Topic Detail: Payroll System
- Employee access: << checked >>
- Save the record. Observe that the system automatically applied default Security and Retention policies.
- Create a new Retention policy with the following details:
- HR criteria: FTEs with 1 year or more
- Retention period: Case Created + 1 year
- 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.
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05-17-2024 06:56 AM
Hi @diana_tat ,
From where have you tried from move attachment?
Are you working this in now learning Lab instance?
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05-17-2024 07:02 AM
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
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05-17-2024 07:12 AM
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08-12-2024 05:15 AM
Ensure the Topic Detail on your Employee Document Type and your HR Service match.