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This article applies to:

  • Product: HighQ
  • Subject: Workflow

Workflow rule - Move / Copy / Delete file

The
Move file
,
Copy file
 or
Delete file
 actions automatically manage the file that triggered the rule.
note
File management actions are available for
File
 and
File metadata iSheet
 triggers.

Move file

If you select
Move file
 as your action,
Move to
 is displayed:
" "
Each field is described below:
  • Move to
     - Select
    Choose...
     to select a folder. When this action is triggered, the file will be moved to the selected folder.
" "

Copy file

If you select
Copy file
 as your action,
Copy to
 is displayed:
" "
Each field is described below:
  • Copy to
     - Select
    Choose...
     to select a folder. When this action is triggered, the file will be copied to the selected folder.
" "

Delete file

If you select
Delete file
 as your action, the Delete message "Note: Deleted file will be moved automatically to recycle bin" is displayed:
" "
When this action is triggered, the file will be deleted (moved to the recycle bin).

Add actions or save

Select
Add action
 to trigger multiple actions, such as adding a task or sending an email.
Select
Save
 to save your actions.

Save and activate

When you save your rule, it is saved and you are redirected to the rules screen:
" "
In this screen, you can view the name, status and last modified date and time of your rule, and also who modified it.
Additionally, you have access to the
More actions
 menu:
" "
The options are as follows:
  • Edit
     - allows you to edit the rule
  • Activate
     - lets you activate your rules and changes the status from
    Draft
     to
    Active
    . If you select
    More actions
     on an active rule, you can instead
    Disable
     the rule.
  • Delete
     - allows you to permanently delete the rule
Activating your rules
Once you have created your rules, they must be activated if you want them to trigger. Click
More actions
 >
Activate
 to do so. If you activate rules but your workflow is not active, you will receive a warning message.