Difference between revisions of "Document Manager Lifecycle Processes"
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Line 123: | Line 123: | ||
|- valign="top" | |- valign="top" | ||
|style="width:700px"| | |style="width:700px"| | ||
− | [[File:DM_Post_To_Timeline.png|thumb| | + | [[File:DM_Post_To_Timeline.png|thumb|Post to Timeline]] |
==== Post to Timeline ==== | ==== Post to Timeline ==== | ||
Use this node to post to a documents timeline | Use this node to post to a documents timeline | ||
Line 137: | Line 137: | ||
<!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
+ | <!-- ******************************************************************************************* --> | ||
+ | <div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:700px"> | ||
+ | <div id="SetReviewDate"></div> | ||
+ | * Set Review Date | ||
+ | <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_Set_Review_Date.png|thumb|Set Review Date]] | ||
+ | ====Set Review Date==== | ||
+ | Use this node to set the next review date for the document | ||
+ | ==== Options ==== | ||
+ | :* '''Entity ID''' | ||
+ | :: This is the ID of the document the lifecycle process is running against and can be left as '''Auto''' | ||
+ | :* '''Review Date''' | ||
+ | :: Add the date the document should next be reviewed | ||
+ | |} | ||
+ | </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="StatusChange"></div> | ||
+ | * Status Change | ||
+ | <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_Status_Change.png|thumb|Status Change]] | ||
+ | ====Status Change==== | ||
+ | Use this node to change the status of a document | ||
+ | ==== Options ==== | ||
+ | :* '''Entity ID''' | ||
+ | :: This is the ID of the document the lifecycle process is running against and can be left as '''Auto''' | ||
+ | :* '''Status''' | ||
+ | :: Choose the status to change the document too | ||
+ | :* '''Comment''' | ||
+ | :* Optionally add a comment which will be posted to the document timeline when the status is changed. | ||
+ | |} | ||
+ | </div> | ||
+ | </div> | ||
+ | </div> | ||
+ | <!-- **************************************END OF OPERATION DOCUMENTATION***************************************************** --> | ||
[[Category:Document Manager]] | [[Category:Document Manager]] |
Revision as of 13:27, 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
- Post to Timeline
- Set Review Date
- Status Change
Status Change
Use this node to change the status of a document
Options
- Entity ID
- This is the ID of the document the lifecycle process is running against and can be left as Auto
- Status
- Choose the status to change the document too
- Comment
- Optionally add a comment which will be posted to the document timeline when the status is changed.