Difference between revisions of "Document Manager Lifecycle Processes"
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:* '''Library''' | :* '''Library''' | ||
:: This is the name of the library you wish to publish too | :: This is the name of the library you wish to publish too | ||
− | :* Can Read Document | + | :* '''Can Read Document''' |
:: Allow members of the library to view the document | :: Allow members of the library to view the document | ||
− | :* Can Edit Content | + | :* '''Can Edit Content''' |
:: Allow members of the library to edit the document content | :: Allow members of the library to edit the document content | ||
− | :* Can Edit Metadata | + | :* '''Can Edit Metadata''' |
:: Allow members of the library to edit the documents metadata | :: Allow members of the library to edit the documents metadata | ||
+ | |} | ||
+ | </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="PostToTimeline"></div> | ||
+ | * Post to Timeline | ||
+ | <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:DM_Post_To_Timeline.png|thumb|Publish to Library]] | ||
+ | ==== Post to Timeline ==== | ||
+ | Use this node to post to a documents timeline | ||
+ | ==== Options ==== | ||
+ | :* '''Entity ID''' | ||
+ | :: This is the ID of the document the lifecycle process is running against and can be left as '''Auto''' | ||
+ | :* '''Timeline post content''' | ||
+ | :: add the content to be posted to the documents timeline | ||
|} | |} | ||
</div> | </div> |
Revision as of 13:19, 16 July 2019
Home > Administration > Document Manager > Lifecycle Processes
IntroductionThe 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 Owner's' Manager
- Get Library Info
- 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