Automatically follow lifecycle transition on expiry date

What is the best way to set up an automatic change of a lifecycle state (follow lifecycle transition) when the expiry date is reached?

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2 answers



I would setup a Scheduler Contribution ( An associated event handler would launch an automation chain that fetches the documents, etc.

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You can also use an escalation rule. This example looks like what you want to do.

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But using escalation rules means that I have to trigger a workflow on the objects as far as I know. That's a bit too much overhead for changing the lifecycle state of a document when it's expiry date is reached.