Difference between revisions of "Document Manager Lifecycle Processes"

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==Boards==
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Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically.
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
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<div id="AddCommentToBoard"></div>
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* Add Comment To Board
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<div class="mw-collapsible-content">
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
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[[File:bpmaddcommenttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/9e/Bpmaddcommenttoboard.png|Add Comment to a Board]]
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==== Add Comment To Board ====
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Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.
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==== Options ====
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:* '''Board'''
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:: The name of the Service Manager Board on which the Comment card will be added
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:* ''' List '''
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:: The name of the list from the above specified board to which the Comment card will be added
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:* '''Comment'''
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:: The actual comment, as it will appear on the card on the Board.
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
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<div id="addRequestToBoard"></div>
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* Add Request to Board
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<div class="mw-collapsible-content">
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
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|style="width:700px"|
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[[File:bpmaddrequesttoboard.png|thumb|link=https://wiki.hornbill.com/images/9/96/Bpmaddrequesttoboard.png |Add Request to Board]]
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==== Add Request to Board ====
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This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another.  This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements.
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==== Options ====
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:* '''Request Id'''
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:: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''.
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:* '''Board'''
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:: The name of the Service Manager Board on which the Request card will be added
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:* '''List'''
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:: The name of the list from the above specified board to which the Request card will be added
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|}
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
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<div id="AddUniqueIdForAnchor"></div>
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* Remove Request from Board
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<div class="mw-collapsible-content">
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<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
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::{|
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|- valign="top"
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[[File:bpmremoverequestfromboard.png|thumb|link=https://wiki.hornbill.com/images/0/07/Bpmremoverequestfromboard.png|Remove Request from Board]]
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==== Remove Request from Board ====
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Use this option to remove a Request from a Service Manager Board at a specific stage in a process. 
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==== Options ====
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:* '''Request Id'''
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:: This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM.  This should be set to ''Auto''.
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:* '''Board'''
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:: The name of the Service Manager Board from which the Request card will be removed.
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<br>
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<br>
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|}
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</div>
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</div>
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</div>
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[[Category:Document Manager]]
 
[[Category:Document Manager]]

Revision as of 12:17, 16 July 2019

Home > Administration > Document Manager > Lifecycle Process Workflow

Introduction

The Document Manager lifecycle Process Workflow is used to automate and manage lifecycle events of a document This page contains information on the Documet Manager specific automated tasks that can be used in the Business Process Designer to build unique and powerful lifecycle processes for your documents

Related Articles

Documents

Use the Documents nodes to automatically get information about a document, library, change it's status, set a review date, publish to a library and post to it's timeline

  • Get Document Record
Get Document Record

Get Document Record

Use this node to get information about a document (owner, status etc)

Options

  • Entity ID
This is the ID of the document the lifecycle process is running on and can be let as Auto
  • Get Document Owner's' Manager
Get Document Owner's Manager

Get Document Owner's Manager

Use this node to get information about a document owner's manager

Options

  • Entity ID
This is the ID of the document the lifecycle process is running on and can be let as Auto

Boards

Use the Boards nodes to automatically add, move or remove a Request from an existing Board. Requests can be added to one or multiple Boards in Service Manager, and can be moved between Lists on specified Boards automatically.

  • Add Comment To Board
Add Comment to a Board

Add Comment To Board

Use this node to manually add a Comment card to a Service Manager Board at the required stage in a process.

Options

  • Board
The name of the Service Manager Board on which the Comment card will be added
  • List
The name of the list from the above specified board to which the Comment card will be added
  • Comment
The actual comment, as it will appear on the card on the Board.
  • Add Request to Board
Add Request to Board

Add Request to Board

This operation will automatically add a request to a selected Service Manager Board or move a request from one list to another. This particularly works well on a Board where users have been given View Access only and the BPM takes control of all the card movements.

Options

  • Request Id
This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
  • Board
The name of the Service Manager Board on which the Request card will be added
  • List
The name of the list from the above specified board to which the Request card will be added



  • Remove Request from Board
Remove Request from Board

Remove Request from Board

Use this option to remove a Request from a Service Manager Board at a specific stage in a process.

Options

  • Request Id
This is a mandatory setting that uses a variable to hold the Request Id of the request that is using this BPM. This should be set to Auto.
  • Board
The name of the Service Manager Board from which the Request card will be removed.
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