Description:

This step creates a document in the DMS folder. 

Usage:

Example:

Let’s build and execute the “DMSCreateDocumentDef” example:

• Create a new process definition named “DMSCreateDocumentDef” and open it in designer mode. 
• Drag a “DMSCreateDocument” step to the canvas.
• Connect the dots between the “Start” and “DMSCreateDocument” step, as shown above. 
• Click the "DMSCreateDocument" step to configure its "Required" properties. Provide a name for the step. Click the button to select the DMS folder from the drop-down list. Provide the document file path on the application server. Click the Save button. Note: Click the "AI Predict" button to have Copilot add new process steps that match your process description. 

• Click the button to select the DMS folder from the drop-down list. A pop-up window is displayed for configuration. Alternatively, you can use the filter to select the folder or provide a variable or global reference that contains the DMS folder ID. Click to expand or collapse the DMS folders. Select the folder and click the Save button. 

• Click the "DMSCreateDocument" step to configure its "Optional" properties. Provide a variable or global reference to store the Document ID. Enter the document name and description. Click the Save button.

• The “Logging” setting configuration is necessary for documentation and also measures workflow progress and completion percentage. This is achieved by configuring the step state and percent fields individually, as shown in the images below. Configure the “Logging” using the following properties.

• Save the process definition, create a new instance, and then execute it. Render the process instance to note that the status is completed. 

• On the DMS page, select the folder to view the document you created. Click the ellipsis button for context features. 

• The context feature menu is displayed as shown in the image below. Select the View History option. 

• The document history information (which includes revision changes, check-in, and check-out) is rendered on a new page. 

• Select the View Revisions option. 

• The document revisions are displayed in a table. Click the link to download the document.  

• Select the Details option. 

• The document details are displayed in a pop-up window that includes the document name, creation date, creator, last update date, and the user who last updated it. The other details are file size, revision count, version number, and permissions configured for document access. 

• Select the Permissions option.  

• The Manage Document Permissions page provides controls to add and remove document access permissions for specific users or application roles. 

• Select the Get URL option. 

• A pop-up window displays the document view link. Click the “Copy” button to copy it to the clipboard. 

• Select the Check Out option. 

• The document is checked out for changes, and a confirmation message appears in the top-right corner. 

Definition Sample:

You may download the sample definition(s) from the link here and later import them (drag-and-drop) to your FlowWright Process Definition (XML file) or Form Definition (HTML file) page. 

Note: Please verify and complete any missing configuration steps after import, such as file path references and database connections. Then, save the definition to confirm the changes. 

Click here to download the sample file.