• Auto-fill index field from two index fields

    I'm trying to see if there is a way to auto-fill an index field (Employee Full Name) from two index fields (Employee First Name, Employee Last Name), similar to the concatenate feature in Excel. I'm trying to reduce the number of entries the user has to make when storing a file. I am wanting the Employee Full Name index field as it is a little more friendly to the eye when viewing results lists and is better for list views as well.

    Just curious if there is a way to do this within Auto-Index or some other native feature. I am assuming it could ultimately be done through a workflow, but that seems like a lot of work for something so simple.
  • Reference another file cabinet for a select list

    Is it possible to have a select list that is pointed to another file cabinet within the same system? If so, how do you do it?

    File Cabinet A has a "Client Name" field.
    File Cabinet B has a "Client Name" field. -> You can think of this cabinet as the master record.

    I would like File Cabinet A to use the internal list from File Cabinet B.
  • Deletion Workflow

    I am looking for best practices in setting up delteion workflows. Is this best to be done using Auto-Index, Workflow Designer, or just the Deletion Policy section of the Configuration page.

    In this particular instance, I have setup file cabinets with a "Deletion Date" index field, so the users can apply a date to any document they want to have deleted in the future. They also want to be presented with a list of all of the documents to be deleted in the next month so they can make sure that nothing is being deleted that shouldn't be. 

    What is the best way to do this?