Question

Global update of system name across all processes - is this possible?

  • 11 December 2023
  • 5 replies
  • 35 views

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We have recently updated our document management system, is there a way that I am able to do a global update across all our processes to update the DMS name, without having to edit them individually?

Thanks in advance!

 

 


5 replies

Userlevel 5
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Good day, @Lesina - 

Is your DMS captured as a System tag in Process Manager?

Regards, 

-Sam

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It is, I tried updating the old DMS name to the new name and re-indexing. But no luck! 

Userlevel 5
Badge +14

Here’s what I’ve done in the past:

Add the updated name in the tags section of the old name’s system tag entry. DMS_1 was the original term for this example, and I added DMS_2 to the tags.

When DMS_2 is used in process text, it still pulls in the info from the DMS_1 description.

-Sam

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Thank you Sam! I will give this a go. 

Userlevel 5
Badge +14

I’d test it out to see if it gets you the results you want, as it’s not a direct 1:1 swap of a term. 

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