Can you route list items to the records center?


  •  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?
    Monday, November 16, 2009 7:10 PM


All replies

  • Sean... 

    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. -!493B225BAB0E6A61!490.entry
    2. You can enable custom workflow activities via SharePoint Designer 2007, See Nick Grattan's site and free download. -
    3. You can enable this with either simple development or workflow using this Microsoft Solution can be found here at this link - 

    Good Luck

    Kris Wagner, MCITP, MCTS Twitter @sharepointkris Blog:
    Tuesday, November 17, 2009 5:52 AM
  • Hi Kris,

    Thanks for the response, I've looked at the links you've posted, and the second link is great, I can definetly use those activities in future workflows.

    But I'm curious, I didnt find any information in the first link you listed that helps send a list item to the records center. My problem is that when you right click a list item existing in a custom list, you dont get the "send to" option, and you can't configure a "custom send to" option in the advanced settings.  

    Tuesday, November 17, 2009 2:30 PM
  • Hi Sean,

    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.

    Tuesday, November 17, 2009 11:11 PM