Unlink Document From Case Object

The Document Operation, Unlink Document From Case Object, unlinks a document from a case, which removes the document from the case folder.

Note that this operation does not remove the document from the CMS; it only unlinks it from the case.

Prerequisites

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

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 "Unlink Document From 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.