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dustinb2777
dustinb2777
New Participant
November 6, 2024
Question

Integration to Upload Versioned Documents

  • November 6, 2024
  • 4 replies
  • 0 views

We have a requirement to archive all versions of a document in a separate CMS.  We have an integration that can upload a document, but it only works on the latest version of a document. We are not able to upload previous versions.  I was planning to use a plugin to "unpack" documents to a temporary folder where each version is a new document.  Is anyone aware of an existing, cloud-approved plugin that can handle this?  Are there any other integration or plugin alternatives that would meet this requirement?

4 replies

somasundaram.d
somasundaram.d
November 7, 2024

AFAIK, there is no plugin to give you the previous version of document.

You can get the previous version metadata of document, but i am not sure if it is helpful in your case.

This kind of situation is usually handled by having each version as a separated document and storing the doc id in the table. In this way you will have full control of the versioning

dustinb2777
dustinb2777Author
New Participant
November 14, 2024

Thanks.  Eventually we should move to using our own document versioning since getting the content of a specific version in process is not possible.  For the time being, I think we will end up creating a plugin to separate versions into temporary documents so the content can be referenced in Appian.

stefanhelzle0001
stefanhelzle0001
November 7, 2024

How and when are these new versions created? When this is done in a process, you can just send a copy at that time, and you have all that versions.

dustinb2777
dustinb2777Author
New Participant
November 14, 2024

Thanks for the suggestion. Right now we upload some time after the case is submitted and closed.  Since only submitted cases are archived, this may not be feasible to avoid archiving documents before submission but it's something to think about.

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