Difference between revisions of "Document Manager Lifecycle Processes"

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==== Options ====
 
==== Options ====
 
:* '''Entity ID'''
 
:* '''Entity ID'''
:: This is the ID of the document the lifecycle process is running on and can be left as '''Auto'''
+
:: This is the ID of the document the lifecycle process is running against and can be left as '''Auto'''
 
|}
 
|}
 
</div>
 
</div>
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==== Options ====
 
==== Options ====
 
:* '''Entity ID'''
 
:* '''Entity ID'''
:: This is the ID of the document the lifecycle process is running on and can be left as '''Auto'''
+
:: This is the ID of the document the lifecycle process is running against and can be left as '''Auto'''
 
|}
 
|}
 
</div>
 
</div>
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==== Options ====
 
==== Options ====
 
:* '''Entity ID'''
 
:* '''Entity ID'''
:: This is the ID of the document the lifecycle process is running on and can be left as '''Auto'''
+
:: This is the ID of the document the lifecycle process is running against and can be left as '''Auto'''
 
:* '''Library'''
 
:* '''Library'''
:: This is the library which you are wanting to get the information about
+
:: This is the name of the library which for which the information is required
 
|}
 
|}
 
</div>
 
</div>
 
</div>
 
</div>
 
</div>
 
</div>
 +
<!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** -->
  
 +
<!-- ******************************************************************************************* -->
 +
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px">
 +
<div id="PublishToLibrary"></div>
 +
* Publish to Library
 +
<div class="mw-collapsible-content">
 +
<div style="border:1px solid #e6e6e6; background:#f2f2f2; width:99%; padding:4px; margin-bottom:10px;">
 +
::{|
 +
|- valign="top"
 +
|style="width:700px"|
 +
[[File:Publish_To_Library.png|thumb|Publish to Library]]
 +
==== Publish to Library ====
 +
Use this node to publish a document to a library
 +
==== Options ====
 +
:* '''Entity ID'''
 +
:: This is the ID of the document the lifecycle process is running against and can be left as '''Auto'''
 +
:* '''Library'''
 +
:: This is the name of the library you wish to publish too
 +
:* Can Read Document
 +
:: Allow members of the library to view the document
 +
:* Can Edit Content
 +
:: Allow members of the library to edit the document content
 +
:* Can Edit Metadata
 +
:: Allow members of the library to edit the documents metadata
 +
|}
 +
</div>
 +
</div>
 +
</div>
 
<!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** -->
 
<!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** -->
 
 
  
  
 
[[Category:Document Manager]]
 
[[Category:Document Manager]]

Revision as of 12:50, 16 July 2019

Home > Administration > Document Manager > Lifecycle Processes

Introduction

The Document Manager lifecycle Processes are used to automate and manage lifecycle events of a document. This page contains information on the Document 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 against and can be left 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 against and can be left as Auto
  • Get Library Info
Get Library Info

Get Library Info

Use this node to get information about a specific library (Owner etc)

Options

  • Entity ID
This is the ID of the document the lifecycle process is running against and can be left as Auto
  • Library
This is the name of the library which for which the information is required
  • Publish to Library
Publish to Library

Publish to Library

Use this node to publish a document to a library

Options

  • Entity ID
This is the ID of the document the lifecycle process is running against and can be left as Auto
  • Library
This is the name of the library you wish to publish too
  • Can Read Document
Allow members of the library to view the document
  • Can Edit Content
Allow members of the library to edit the document content
  • Can Edit Metadata
Allow members of the library to edit the documents metadata