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Document How To's

How to's for the Document guide.

How to Create a New Document in a Workflow?​

Steps to Create a New Document​

1. Add the Document Object​

  • Open the Flow Designer.
  • Drag and drop the Document object from the toolbox to your workflow canvas.

2. Configure the Document Type​

  • Go to the Properties panel.
  • Set Document Type to Static Document.

3. Select Process, Form and View​

  • Process → Select the process to which the document belongs.
  • Form → Choose the form to be created for this document.
  • View → Pick the default form view to be displayed during the workflow.

4. Adjust Panel Size​

  • Use the Panel Size property to define how the form will be displayed in the UI:
    • 1 → One-third of the screen.
    • 2 → Two-thirds of the screen.
    • 3 → Full-screen panel.

5. Set Parameters (Optional)​

  • Use the Parameters field to pass dynamic data into the form, such as:
    • Position IDs
    • Document Numbers
    • Pre-filled form values

Example Usage (Server-side):

void Form1_OnLoad(object sender, LoadEventArgs e)