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What is the easiest way to send a record to the Records Center Site automatically? RRS feed

  • Question

  •  

    Hi,

    Help, please.

    I need to send my approved forms from one site to the Records Center Site automatically; can I use the copy/delete action from SharePoint Designer 2007? If so, what else do I need to do in the Records Center Site for this in order to work?

    I need a way to do that; I try the NGC Custom Activities but it’s not compatible with MOSS 2007 SP2 in spanish

    Thanks in advanced.

     


    • Edited by efebo Monday, January 2, 2012 3:31 PM
    Monday, January 2, 2012 3:29 PM

Answers

All replies

  • Hi efebo,

     

    You can use the Copy List Item Extended Activity to achieve your requirement. But it runs as system account, so this action presents a potential security issue.

     

    And you can also try to use Event Handling code. For this, you can refer to the below articles:

     

    http://geek.hubkey.com/2007/12/move-sharepoint-document-library-files.html

     

    http://blogs.msdn.com/b/brianwilson/archive/2007/03/05/part-1-event-handlers-everything-you-need-to-know-about-microsoft-office-sharepoint-portal-server-moss-event-handlers.aspx

    Hope this helps.

     

    Thanks.


    Pengyu Zhao

    TechNet Community Support

    • Marked as answer by efebo Thursday, January 5, 2012 11:46 AM
    Wednesday, January 4, 2012 3:51 AM
  • Hi Pengyu,

    Thanks for answering.

    If I use the Copy List Item Extended Activity, can I still use the routing table to route the incoming to the appropriate libraries?

    Thanks in advanced! 

     

     

    Wednesday, January 4, 2012 7:07 PM
  • Hi efebo,

     

    I did some test, it seems that record routing not works for this. But you can add some conditions in the workflow directly to decide which library the file should be send to. Then files would be send to different libraries based on the condition they meet.

     

    Hope this helps.

     

    Thanks.


    Pengyu Zhao

    TechNet Community Support

    • Marked as answer by efebo Thursday, January 5, 2012 11:46 AM
    Thursday, January 5, 2012 8:53 AM
  • Hi efebo,

     

    I did some test, it seems that record routing not works for this. But you can add some conditions in the workflow directly to decide which library the file should be send to. Then files would be send to different libraries based on the condition they meet.

     

    Hope this helps.

     

    Thanks.


    Pengyu Zhao

    TechNet Community Support


    Thank you very much Pengyu

    Thursday, January 5, 2012 11:45 AM