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Document State FAQs

Frequently asked questions for the Document State guide.

What is the purpose of the Document Status object?​

The Document Status object is used in workflows to change the status of one or more Document objects at a specific point in the flow.
It allows process designers to manage document lifecycles dynamically without user intervention.

What events are available in the Document Status object?​

The Document Status object supports events that can be handled in the Events tab of the Properties Panel.

How It Works​

  • Each event is triggered at a specific execution point within the workflow.
  • Developers can double-click any event to automatically generate a corresponding method in the flow’s .cs file.
  • Custom business logic can then be added within the generated method.

This enables extending the workflow behavior beyond the standard configuration.

How to configure the Document Status object?​

To configure the Document Status object:

1. Position Selection​

  • Use the Position field to specify which Position or Flow Starter object should be associated with the status change.
  • This defines who is considered as the initiator of the status update.

2. Status List​

  • Use the Status List section to add one or more documents whose statuses need to be updated.
  • You can add multiple rows to update multiple documents at the same time.

Tip:
If a required configuration is missing, the system shows a red exclamation icon on the object.
Hovering over the icon displays which settings are missing or inco