Learn how to configure your Vault to upload Workbench Reports to the Vault Library.
About the Feature
With the 25R1 release, users can now upload Workbench Reports in the Final Review state type directly to the Vault Library and download the PDF rendition. New report fields also allow Vault to categorize the uploaded document. For more information, see Upload Workbench Reports to the Vault Library.
Add the Upload to Library Action
To configure the Upload to Library action, assign the action to the Workbench Report object. Leave the Available in All Lifecycle States checkbox unselected.
Configure the Workbench Report Object Lifecycle
Add the Upload to Library user action to the Workbench Report object lifecycle for the state assigned the Final Review state type. Create the following rule for this user action:
- Condition Type: Always
- Upload to Library
- Action Label: Enter
Upload to Library