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Can you route list items to the records center?

  Asked By: Jennifer Leach         Date: May 14, 2010      Category: MOSS      Views: 474
 

I am working for a company that had implemented the MOSS 2007 solution before I started working for them, and didn't use best practices for when to use doc libraries vs lists. I have set up a records center and configured the connection properly, and have an up and running records management solution.

I am wondering if it is possible to configure the records center to be able recieve list items? And obviously, be able to send list items to the Records Center by right-clicking > Send to Records Center. Possible?

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2 Answers Found

 
Answer #1       Answered By: Myron Calhoun          Answered On: May 14, 2010       

That's a great question, I got that one a few years back... I'd go with the 1st solution.. It's worked for me everytime but I put in some other links as well.

1. Look at this blog entry Joel did, not Joel O. - http://joelj.spaces.live.com/blog/cns!493B225BAB0E6A61!490.entry

2. You can enable custom workflow activities via SharePoint Designer 2007, See Nick Grattan's site and free download. - http://www.nickgrattan.net/Downloads.aspx

3. You can enable this with either simple development or workflow using this Microsoft Solution can be found here at this link - msdn.microsoft.com/en-us/library/ms442541.aspx

 
Answer #2       Answered By: Rena William          Answered On: May 14, 2010       

You can probably create a CustomAction for your list  to modify the EditControlBlock (an item's right click menu) to add your own version of the Send to... menu item. Then you will be able to control exactly how the send process fires.

msdn.microsoft.com/en-us/library/bb418731.aspx

 
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