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Synchronizer

The Synchronizer component synchronizes fields, tables, details, and detailed table objects between forms linked to two separate document objects within a workflow.

DocumentSynchronizer

The Synchronizer component is used to keep data consistent between two document objects in a workflow.
It automatically synchronizes:

  • Fields on the forms associated with the documents
  • Table components within the forms
  • Detail sections
  • Detail table objects

This ensures that related forms remain up to date across multiple documents.

How to Use

  1. From the Toolbox panel, drag and drop the Synchronizer component onto the workflow canvas.
  2. Once the component is placed, click on it to display its configuration options.
  3. The Properties Viewer panel will show the component’s available settings.

Component Configuration

When you select the Synchronizer component on the flow design screen, the Properties Viewer panel displays three main tabs:

  • Appearance → Controls the visual representation of the component in the flow design.
  • Properties → Manages synchronization settings between the connected document objects.
  • Events → Defines events and actions triggered during synchronization.

FAQs

How To's