question Employee Document Management - automatic move of attachment in Architect forum

Employee Document Management - automatic move of attachment

Inga Karl — Tue, 11 Oct 2022 09:53:24 GMT

Hi Community,

I was wondering how I can configure an automatic move from an attachment of a case to be moved into EDM when the case is put to closed complete. I know this should be possible somehow when the document type is matched to a specific HR Service but how would this be done? I can only see the topic detail in the document type to be matched.

Thank you for your help

Inga

Re: Employee Document Management - automatic move of attachment

Kavita Kulkarn1 — Thu, 01 Dec 2022 17:07:02 GMT

@Inga Karl Did you get the solution on the above? I have a similar requirement to copy the attachment to the EDM once the HR Task is closed.

Re: Employee Document Management - automatic move of attachment

Marcin37 — Fri, 02 Dec 2022 11:48:39 GMT

Hello Everyone,

@Inga Karl @Kavita Kulkarn1
I didn't find anything about it in SN documentation, but there's an OOB solution for that.
You can enable it for specific HR Services.
If you have EDM plugin activated, you have to go to "HR Service Configuration" module. Then go into the service form, for which you want to enable that functionality.
Configure form layout of HR Service to make fields "Automatically move attachments" and "Employee document type":

Field "Employee document type" is visible only when "Automatically move attachments" is checked.
Now the only thing to do is to check "Automatically move attachments" and select "Employee document type" which will be used to automatically move attachments to EDM under defined document type.
Attachments will be moved only, when case will be marked as "closed complete".

Additional info -> "Move attachments" UI Action will still work, so you can manually move attachments from the case to EDM whenever UI Action is available and specify COE, Topic Detail and Document Type by yourself.

If my response was useful, please mark it as helpful to make it more visible to others.
Greetings,
Marcin

Re: Employee Document Management - automatic move of attachment

Kavita Kulkarn1 — Fri, 02 Dec 2022 20:34:17 GMT

This is helpful @Marcin37

However my use case was specific to HR task. I could achieve it by cloning the business rule "Move attachments to employee files" and with slight modifications.

Re: Employee Document Management - automatic move of attachment

Bhavesh B — Mon, 04 Mar 2024 12:09:28 GMT

Hi @Kavita Kulkarn1 , can you please share the approach details, what you did to move attachments to EDM from HR Tasks?

Much appreciate your quick response.

Best Regards,

Bhavesh Bijagare

Re: Employee Document Management - automatic move of attachment

Kavita Kulkarn1 — Mon, 04 Mar 2024 16:31:31 GMT

Hi @Bhavesh B the OOB business rule "Move attachments to employee files" moves the attachments to EDM when the checkbox "Automatically Move Attachments" is checked on the service. You can clone that BR, make it run on HR Tasks table and adjust the filter as needed. That will copy the attachments from HR Tasks to EDM. If you have a different use case, please share more details.