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Ability to mark documents to auto delete when the project status is complete/done

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Level 6

9/13/22

Description - It would be helpful to have the ability to mark documents in a project like process guides to auto delete when the project status is set to complete/done.

 

Why is this feature important to you - We have process guides in the documents tab of tasks in project templates that users can refer to during the life of the project. Before the project is completed the users have to manually go back and delete those guides. having this feature would save time for the users from having to remove these guides or any other documents that they don't need in the project once it's completed.

 

How would you like the feature to work - It would be helpful if on the project template or during the life of the project that users can select the documents that they would like to be deleted once the project status is set to complete/done. Those documents would go to the recycling bin (like the currently do) just in case they need to be restored or whatever reason.

 

Current Behaviour - Users have to manually delete documents they no longer want in the project before it is completed.

2 Comments

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9/13/22

Another idea to consider is to instead provide links to the process guides on the tasks within the project templates. Those links can direct the user to the uploaded document(s) within Workfront. That would prevent the document(s) from being uploaded each time the project template is used but still give the user access to them.

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Employee

9/13/22

@denise_moore_ameritas has a good suggestion.  Curious to see how common this need is @JaredMauch . If not extremely common and @denise_moore_ameritas 's solution doesn't meet your needs then I would suggest automating a solution using Fusion.