Link System Document

The Document Operation, Link System Document, links a document that is in the CMS to a specified case.

Prerequisites

The following simple fields/parameters (complex not allowed) must be defined before configuring this operation:
  • Document Id Field - Holds the document identifier of the document in the CMS.
  • Case Reference Field - Holds the case reference of the case to which the document is to be linked.
  • Return Document Reference - When the operation is complete, this field will hold the document reference of the document that was linked to the specified case.

Procedure

  1. Add a Service Task to a process or pageflow.
  2. In the Properties view, General tab, select "Document Operations" in the Service Type field.
  3. In the Operation field, select "Link System Document".
    The appropriate fields for the selected operation are displayed under the Operation field.
  4. Specify all of the input fields as described in the Prerequisites above.
    Content assist is available on all of the input fields; place the cursor in the field, then press Ctrl+Space to display a list of the available input fields.