The Automated Revision Sync system task ensures that documents marked for O&M (Operations & Maintenance) remain up to date without manual intervention.
When a new revision is uploaded to the source location and meets the defined trigger conditions, the system automatically updates the corresponding document in the target location.
NOTE: Revisions can be synced across Projects only when both Projects are in the same data centre.
Prerequisites
Privileges
Privilege | Description |
Manage Workflow Rules | Allows users to create and manage workflows, including configuring system tasks within a Project. |
System Requirements
System Requirement | Description |
Workflow Trigger Configuration | A workflow trigger must already be configured before the system task can be created. |
Steps to Create the System Task
Create a System Task for Files in a Project (steps 1-4).
In the Task dropdown, select Copy Document.
When you select this option, the pop-up expands to display an additional configuration field:
Click Target Folder.
In the Target Folder pop-up, select the Folder where revisions should be reflected.
NOTE: When configured within a template, the target folder must be selected from the same template.
Click Select.
Select the required revision sync options.
For more information, see Revision Sync Options.
Click Create.
Revision Sync Options
Option | Description |
No options selected  | Changes made in the source Project will be reflected in the target folder, even if the matching Document Reference (DocRef) does not exist in the target folder.
For example, if a new file is added to the source Project and the matching DocRef does not exist in the target folder, the file will still be copied automatically. |
Sync only if DocRef exist in Target  | Revisions will be synced only if the matching DocRef already exists in the target folder. If the DocRef does not exist, no action will be taken. |
Copy secondary files  | If the uploaded or revised document contains secondary files, those files will also be copied to the target folder. |
NOTE: The target document will only be updated when the source document has a newer revision. If the source document is an earlier or matching revision, no update will occur.