Document Manager Lifecycle Processes

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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 Business Process Designer Request Variables

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.