I'm considering using templates for automating the creation of certain records, but those records need to reside outside the vault so they are accessible to personnel who do not have a EPDM seat. Is it possible to tell the template to create a new file but place it outside the vault?
Sorry if it's a dumb question... we don't have EPDM installed yet so I can't just try it, and the admin guide is nearly incomprehensible (what, they never heard of screenshots?)
Thx.
No, a template is designed to create folders in the vault and optionally files in those folders.
The Administration guide used to have screenshots but I guess it was too many pages so they're no longer in it.
Mike
EPDM 2010 SP2
As Mike says, templates will only create files in the vault. You can use a dispatch script to copy files from the vault to locations outside the vault.
Thanks, guys. I think a Dispatch script may be the way to go. Can the script be triggered by the Template, or would that require an additional step?
A dispatch script can be triggered by "Add File" action.
Is this 'Add File Action' something that happens when the template runs? Sorry again about dumb questions...
No, not a template action, but an EPDM action. Whenever a file is first added to the vault that meets the conditions of the script, the script would run, reguardless of how the file was added. You would need to define your conidtion so that it would run when you needed it to run, such as a specific file extension in a specific folder.
As Mike says, templates will only create files in the vault. You can use a dispatch script to copy files from the vault to locations outside the vault.