The Create Presentation action from an approved document can create a Multichannel Presentation binder. If the original document is expired, is there a way to expire the Multichannel Presentation binder automatically?
Admins can create a Job based on the original document's state and expiration date to automatically expire the Multichannel Presentation binder.
Use the following steps to do so:
- Navigate to Admin --> Operations --> Job Definitions.
- Click the Create button.
- Populate all the necessary fields:
Type: Date Based Document Operation
Lifecycle: Binder Lifecycle
Current Status: Approved
Destination State: Expired
Relation Type: Related Original Document
Related Document Lifecycle: [The original document's lifecycle]
Related Document States: Expired
Trigger Date: Expiration Date is on or before job run date
In this case, the Multichannel Presentation binder expires on the scheduled running time if the original document's state is Expired. And, the Expiration Date of the original document is on or before the job run date.
Vault Help Documentation: Configure Job Definitions