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Document Creator How To's

How to's for the Document Creator guide.

How to Create a New Document with Document Creator​

1. Add the Document Creator Object​

  • Open the Flow Designer.
  • From the Toolbox Panel, drag the Document Creator object onto the workflow canvas.
  • Connect it to the desired workflow path using connectors.

2. Configure the Object Properties​

Step 1 — Select Document​

  • Go to the Properties Panel.
  • In the Documents field, select the Document Object that the new form should be linked to.

Step 2 — Choose “Create New Form”​

  • Set Type → Create new form.
  • Fill in the following fields:
    • Creator → Select which Position or Flow Starter will own the document.
    • Project → Choose the project where the form is located.
    • Form → Select the form you want to create.
    • View → Choose the view for displaying the form in the workflow.
    • Create Id → Enable if you want the form to have an automatically generated ID.
    • Panel Size → Adjust how the form panel will be displayed in the web interface.

3. Save and Deploy​

  • Click Save in the Flow Designer.
  • Deploy the updated workflow.

4. Verify Document Creation​

  • Start the workflow process.
  • When the process reaches the Document Creator step, the selected form will automatically be created in the system and linked to the Document object.

1. Place the Document Creator Object​

  • Drag the Document Creator object from the Toolbox Panel to the workflow.
  • Connect it to the appropriate workflow path.

2. Configure the Object for Existing Documents​

Step 1 — Select Document​

  • In the Properties Panel, choose the relevant Document Object.

Step 2 — Choose “Add Existing Document”​

  • Set Type → Add existing document.
  • Fill in the following fields:
    • Path Type → Choose how the document is identified:
      • Full Path → Use the complete DMS location of the form.
      • Form No → Use the form’s unique Form ID (Global ID).
    • Path Source Type → Decide where the path information comes from:
      • Constant Path → Manually select the document path from the Document Management System.
      • From Variable → Use a variable or function in the workflow to dynamically define the document path.
    • Value → Enter or select the form path or ID.
    • Panel Size → Adjust display size for better visibility.

3. Handle Relations (Optional)​

  • Use Upper Document to connect related parent documents.
  • Use Caption to define a display title for the linked document.

4. Validate the Configuration​

  • Save the workflow.
  • Start a process instance and confirm that the document opens correctly at the specified step.