I have two requests that might be interwoven.
1. When a request is closed are there any scripts or triggers that will allow me to export certain fields and the attachment to a folder location as a CSV?
2. When a request is closed are there any scripts or trigger that will allow me to move certain fields and attachments to the contract module as a new contract?
My compliance team is using SDP now for new contract review requests. When they complete the request we are trying automate two things.
First - eliminate them manually entering the details into the contract module, if we could automaticly move the details this would save a ton of time.
Secondly - export the data to a location that can be indexed by our document management software. If the document management software can pickup the attachment and a csv containing a few key words it can store it in our document repository that is indexed and searchable.