Submit Your Suggestions for Viewpoint for Projects

Link documents to virtual container by workflows

It would be greate to be able to create a workflow for linking documents to virtual container based on metadata or even the filename. Maybe it could be done by having a workflow monitoring yellow folders and when uploading a document, the document will be linked based on the credentials set in the monitoring workflow.

  • Martin Nielsen
  • Nov 7 2016
  • In Review
Company NA
Job Title / Role Document Control Specialist
I need it... 3 months
  • Attach files
  • Claire Wilson commented
    August 02, 2017 15:01

    Great idea Martin...we use dynamic containers extensively on our template and the ability for the system to smartly link items to the relevant DVCs based on name/metadata would be welcomed and time-saving

  • Guest commented
    December 05, 2016 08:35

    Even if not to the level suggested by Martin, I believe this would be a very helpful function. Just the ability to have an 'add to Virtual Container(s)' node would be very good.

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