Content Manager 24.4 Content Manager

# Record Type Workflow/Action page

The Record Type Workflow/Action page enables you to set up the Workflow and Actions defaults for the Record Type.

- Initiate Workflow based on a template - optional.

  Specify a default Workflow template that is to be applied to new records that are of this Record Type.

- Initiate Action - optional.

  Specify a default Action or Procedure that is to be applied to new records that are of this Record Type.

- Days Until Due - optional. Use when you are creating documents that require an Action to be performed within a certain time period from the date of registration.

  These options are not applicable to Workflow.

  - Set to a number of days after Record creation - set the number of business days that are to be calculated until the due date.

    A value in this field enables the Due Date field to be used independently of Action tracking and Workflow.

  - Set the Due Date to the Due Date of the Current Action - sets the due date to be based on the current Action of the record.

    Makes the Due Date field unavailable.

  - Set to nothing - sets the Record Type to not attach any Actions or Workflows to new records.

    This means that the due date will be blank and users can enter a date.

- Requests Need Acknowledgement before Completion - functional when in the System Options - Features page, Advanced Request Processing is selected.

  Select for Content Manager to use an acknowledgement step in the requests process. When selected and the requested record's Assignee Location changes to the requester, Content Manager sets the request status to Request Receipt - Awaiting Acknowledgement for temporary, recurring and permanent requests. Only when the requester has acknowledged receipt of the record, the request status changes to Request Complete. This option is only applicable to the records that have this Record Type.
  Requesters can acknowledge receipt either by using Complete on the request in Content Manager, or by using a link in an email, depending on the system option Send Notifications when a receipt acknowledgement is required. See System Options Notifications page.

  When the option is not selected, Content Manager sets the status of the request to Complete when the record is assigned to the requester.

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Version 24.4 | Last updated October 2024
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Product: Content Manager 24.4

Topic Title: Workflow/Action page