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hdeme

Hi everyone,

Here is my need. I have a document attached to a project. This document is subject to a workflow. When it reaches a certain stage, it is transferred to another project. I want to set up an automation that keeps a versioned history of the document in the initial project at the time of transfer to the new project.

Has anyone ever done this?

Thank you in advance for your feedback.

Br,

Hamath

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  • You could create a new multi lookup property in the original projects and use this to store links to those documents after they have been transferred to the new project. This way the documents primary connection can be transferred to the new project while you maintain a secondary relation from the original project. If needed you can easily add a reverse relation as well.

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  • You could create a new multi lookup property in the original projects and use this to store links to those documents after they have been transferred to the new project. This way the documents primary connection can be transferred to the new project while you maintain a secondary relation from the original project. If needed you can easily add a reverse relation as well.

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