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Process Designer
Getting Started
Workflow Properties
  General properties
  Advanced properties
  Attachments
    Define an attachment
  Participants
    Assign Trackers
    Define a workflow group
  Data fields
    Define a data field
  Milestones
    Define a milestone
    Milestone usage
  Submaps
    Create and manage submaps
    Submap usage
  Specify field usage in steps
  Select existing fields
  Field merge types
  Expression builder
Steps
Routes
Validate & Launch
   

Save document class properties to data fields on launch (FileNet Web Services Client and Open Client only)

NOTE The information in this topic applies only to FileNet Web Services Client and Open Client systems. For Workplace, see Subscription property mapping.

When you define a link between a workflow definition and a document or document class, you can optionally choose to launch the workflow automatically when one of the following events occurs:

  • A document belonging to the document class is checked into the Content Services (CS) library.
  • A new document is added to the document class.
  • A version of the document is checked into the CS library.

In addition, you can optionally copy values from the launching document's properties into corresponding workflow data fields using one of the following procedures, depending on the format of the property name.

TIP If you are using a customized Inbox or Tracker queue display in FileNet Web Services Client, you can display the values of the launching document properties.

For a document property name with no spaces

Use the following syntax to record launch-specific information in the workflow:

Doc_<property_name>

For example, all document classes include an Author property, which holds the name of the user who added or checked in each version of a document belonging to that class. Upon automatic launch, you can copy the Author value into a workflow data field named Doc_Author and use it as a basis for subsequent routing of the workflow (perhaps distributing work among three work queues, one for usernames starting with A - H, etc.)

NOTE This functionality is available only for links defined with automatic launching.

For a document property name that contains spaces

If the document class property name contains spaces—for example, the property display name is Customer Number—you will use the property ID syntax for the data field name:

DocID_<property_id>

In this case, you need to use administration tools on the library to obtain the actual property ID for that property name.

To save a document property value to a workflow data field

  1. In the workflow properties, define a data field named Doc_<property name> or DocID_<property_id>. The property name must exactly match the name of a property defined for a document class in Content Services. See the Content Services Help for Document Classes and CVLs for details on defining document class properties.

    See Workflow properties - data fields for information about defining data fields. Note that the data field:

    • Must be named Doc_<property_name> or DocID_<property_id>
    • Must be of data type Integer, String, or Time
    • Can be an array even if the document class property is not an array (at runtime, the data field array will contain a single element)
    • Can be a non-array even if the document class property is an array (at runtime, the first element in the property array will be the value of the data field)
  2. Specify the data field you defined above as a parameter for the Launch step. See Launch step - parameter properties or Specify field usage in steps for instructions.
  3. Define a link that specifies automatic launch between this workflow definition and the document class specified in step 1, or a document belonging to that class. See Help for Linking for details on defining links and specifying automatic launch.