Allow storageRobot to store "red" or "yellow" intelligent indexing suggestions
A customer has expressed interest in automatically storing documents with "red" or "yellow" intelligent indexing suggestions via storageRobot.
Joseph Horky
shared this idea
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Peter Lindsay
commented
I just wanted to add my use case, so you understand why I am looking for this. If we can set this up to use an unmonitored Document Tray, than all Documents that come in will be processed by the Storage Robot. The field we most care about, we match to a SQL value within the Storage Robot configuration itself. Storage Robot would check the SQL value, and if it fails the validation, it will be sent to a separate Document Tray that our technicians will monitor and manually store documents with, if the SQL check succeeds, the document will be automatically stored to the appropriate File Cabinet. If a document has a yellow or red flag on the field in question, but the appropriate data, we want Storage Robot to store the document. Just like we have it configured that if the field has a green flag, but the data doesn't match our SQL check, Storage Robot will fail the document and send it to the monitored Document Tray. Attached is the workflow path, you can see there is no need for the "green flag" requirement on the "Billing ID" indexing field.
