Link Document to Case Object

The Document Operation, Link Document to Case Object, links a document identified by document ID to a specified case.

Prerequisites

The following simple fields/parameters (complex not allowed) must be defined before configuring this operation:
  • Document Reference Field - Holds the document reference of the document to link to the specified case.
  • Case Reference Field - Holds the case reference of the case to which the document will be linked.

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 Document To Case Object".
    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.