Description:

This step checks whether the DMS folder exists and retrieves the Folder Link.

Usage:

Example:

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

• Create a new process definition named “DMSGetFolderLinkDef” and open it in designer mode. 
• Drag a “DMSFolderExist, DMSGetFolderLink, PlaceHolder” step to the canvas.
• Connect the dots between the “Start” and the other steps, as shown above. 
• Define a variable or global to hold the folder ID and link. 
• Click the "DMSFolderExist" step to configure its "Required" properties. Provide a name for the step. Click the button to select the DMS parent folder from the drop-down list. Provide the folder name belonging to the parent folder. Provide a variable or global reference to store the “Folder ID”. 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 Parent folder or provide a variable or global reference that contains the DMS folder ID. Click to expand or collapse the DMS folders. Select the Parent folder and click the Save button.  You need to provide one of the folder names that belongs to the parent folder.  

• Click the "DMSGetFolderLink" 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 a variable or global reference to store the “Folder Link”. 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. You may choose between “Selecting the folders” or using “Variable or Global' that contains the Folder ID value. In the example below, the variable reference contains the ”Folder ID" value from the “DMSFolderExist” process step. Click the Save button. 

• Configure the connection between the “DMSFolderExist” and “DMSGetFolderLink” steps as “True”, and between the “DMSFolderExist” and the “Placeholder” as “False”. 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. Select the Items - Latest variables menu. As observed, the process step verifies that the folder exists, fetches the folder link, and stores it in a variable or global reference. 

• On the DMS page, navigate and select the actual folder used in this example. Click the ellipsis button for context features. Select the “Get URL” menu. 

• A pop-up window displays the folder URL, and the folder link GUID value matches the variable or global reference. 

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.