1. Others
  2. Action and Document Management
  3. Activities

Set up a task to create a document
Application task

You can set up a task to create a document based on a document type. The document type defines the contents, the format, and the target of the document.

Each created document is added to the Document message queue and can be processed from there.


Standard procedure

1. Click Action and document management design.
2. On the Process flows tab, in the list, find and select the desired record.
3. In the list, click the link in the selected row.
4. On the Workflows tab, in the list, find and select the desired record.
5. Click Workflow designer.
6. Sub-task: Create task.
  6.1 In the Tasks section, click New.
  6.2 In the Task field, type a value.
 

Note: To put the tasks in the correct sequence, you can use a number in the task field. For example, if it is the fourth task in the workflow, enter 004.
  6.3 In the Task type field, select 'Action'.
  6.4 In the Action type field, select 'Create document'.
  6.5 In the Description field, type a value.
  6.6 Click Save.
7. Sub-task: Set task properties.
  7.1 Click Document action.
  7.2 In the Document type field, enter or select a value.
 

Note: Make sure the document type has a perspective which query has a data source that is also defined for the workflow trigger (query or staging table).
  7.3 Define the data source for which the document is created.
If the workflow is triggered by a:
- Query trigger, you can select one of the data sources as defined for the related query.
- Staging table trigger, the data source, as defined for the trigger, is automatically entered.
  In the Data source name field, enter or select a value.
  7.4 You can define if the Document message queue is checked on creation of a document:
- Always create: No check is done. The document is always created and added to the Document message queue.
- Create if not exist: A check is done if already a document exists for the document type and record combination. Only if no such a document exists, the document is created and added to the Document message queue.
  In the Action field, select an option.
  7.5 Click OK.
8. Close the page.
9. Close the page.
Related to Notes

Design workflow

 		 

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