CCPro -- Requiring tagging after file import?

What capabilities are available with CC Pro to allow/require users to tag files upon import?

As I understand it, CC Standard imports files using a Wizard which can be configured to include a tagging step -- is it possible to use this wizard with CC Pro also? If not, is there a good way to achieve the same effect?

I know that event triggers are an option, but I'd prefer to send the user to the tagging page immediately after they select the files to import, rather than have a background process instantiate a workflow that the user would then need to find and launch.

Thanks,
Marc

Marc Mundt
Senior Analyst
Blue Cross Blue Shield Association

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Comments

Adam Stoller

Consider using a workflow with a cgitask to set the metadata on the attached files and potentially an externaltask (or even part of the same cgitask) some code to verify that the user set all the required metadata fields before allowing the workflow to transition on to the next task.

--fish
Senior Consultant, Quotient Inc.
http://www.quotient-inc.com

Ottawa_IWOV

You could always use e-mail notification to let the user know of the task. This way they don't have to dig through task lists.

Just a though.

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marcmundt

Thanks.

Would I want to create the workflow using an event trigger?

Marc Mundt
Senior Analyst
Blue Cross Blue Shield Association

Adam Stoller

You could try it - but my feeling is you'll get much better results with much less work if you enforce the process as part of a submit workflow rather than trying to enforce the process at the time of importing the file into TeamSite.

--fish
Senior Consultant, Quotient Inc.
http://www.quotient-inc.com

marcmundt

So is this what the process would be?
- User imports files
- User selects recently-imported files and starts submit workflow

Thanks,
Marc

Marc Mundt
Senior Analyst
Blue Cross Blue Shield Association

Adam Stoller

yes

--fish
Senior Consultant, Quotient Inc.
http://www.quotient-inc.com