Description:

This step creates a DMS folder. 

Usage:

Example:

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

• Create a new process definition named “DMSCreateFolderDef” and open it in designer mode. 
• Drag an “UpdateVariable and DMSCreateFolder” step to the canvas.
• Connect the dots between the “Start” and other steps, as shown above. 
• Define a variable or a global to hold the DMS Folder ID and the result.  
• Click the "UpdateVariable" step to configure its "Required" properties. Provide a name for the step. Click the Save button. 

• Click the "UpdateVariable" step to set its "Optional" properties. Enter a variable reference to store the DMS Folder ID. Choose “No” for “Has Expression” if the value is not a C# expression. Click the Save button.

• Click the "DMSCreateFolder" 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. To add, provide a new folder name and a variable or global reference to store the result. 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. 

• 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 new folder created through the workflow/process. 

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.