SharePoint Records Management Wizard - Event Name and Action
The Records Management Action options fully integrates with the MOSS Records Center events, allowing Documents to be sent to the Record Center, Holds to be placed on Records, Record Holds released, and Records deleted.
The Event Name and Action wizard screen displays different options depending on whether the wizard is run in Advanced or Standard mode. In Advanced mode only the headings are displayed which will navigate to a more detailed screen providing added information. In Standard mode the headings as well as different options are displayed for a quicker configuration.
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A SharePoint Records Management Event needs to be attached to a SharePoint Records Center, therefore the SharePoint Records Center must exist and be configured before the workflow is created |
Fig. 1. SharePoint Records Management - Event Name and Action
| Feature | What it is |
|---|---|
| Create a Record | Select this option to create a Record |
| Delete a Record | Select this option to delete a Record |
| Place a Record on Hold | Select this option to place a Record on hold |
| Remove a Record Hold | Select this option to release a hold on a Record |
| Create Hold | Select this option to create a new hold in the Records Center |
| Release Hold | Select this option to make the selected hold unavailable for future use |
See Also
