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piyusha6151
Known Participant
Jul 21, 2023 6:42 PM UTC
Question

Does Appian has Document retention and archieval option

Can we define document retention or archieval process for documents saved into KC or in any Appian folder.

Can it be retrived also on demand?

4 replies

mikes0011
mikes0011
Brainy
Jul 21, 2023 7:08 PM UTC

This is something you'll need to build yourself and manage within your application architecture.

The Expression Guru
mathieud0001
mathieud0001
Genius
Jul 21, 2023 8:07 PM UTC

Appian's document management not meant to serve those purposes. I would suggest you look into archiving your documents into a document management system (i.e. Sharepoint) once the process is finished.

piyusha6151Author
Known Participant
Jul 21, 2023 8:37 PM UTC

but if we have to associate those documents with some records processed via Appian then how can we achieve. generally if document is in KC then we just save document id in DB with associated record and then can easily display where ever need to be.

If we need to retrived arcieved document then this how can it be maintened this relation ?

mathieud0001
mathieud0001
Genius
Jul 21, 2023 8:40 PM UTC

You just need to store the id or reference to the document in the external system in your Record. If you need to retrieve it, you can simply link directly to the file in the external system (this assumes that both systems share the same SSO solution)

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