Move Document Between Case Objects

The Document Operation, Move Document Between Case Objects, moves the specified document from one case folder to another case folder.

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 move.
  • From Case (Reference Field) - Holds the case reference of the case from which the document is to be moved.
  • To Case (Reference Field) - Holds the case reference of the case to which the document is to be moved.

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 "Move Document Between Case Objects".
    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.