Add selected doc as workflow package

Hello,

I would like to implement the following functionality:

1) User selects document in an objectlist grid (folder contents view)

2) Clicks a button and the button invokes a Process Initiate form template that will start the workflow.

3) On the form template, I want the document that the user selected in Step 1 to appear on the form.

Does anyone know how to get Step 3 to work? It seems like such a simple thing to do but there's nothing in FormsBuilder that let's me pass the document obj to the form...

Any help would be appreciated!

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Imran_Yusubov

Are you using taskspace or webtop?

jcastell

I am using Taskspace.

Miller-zzMST

Hi,

To show document on the form you can use various form controls.

First, you can use Embedded view control. To show with it you will need to save selected document as a package and bind it to the Embedded view control. Or you can just to save the r_object_id and bind it with control (Yes, it is not necessary to use only packages for it ).

Second, you can use Task attachment control in the form. This control will show all process packages and attachments. To hide some of them you can by selecting appropriate check box in the Data tab of the manual activity.

Which control to use depends on your requirements. Please describe them a more detalied.

~ Konstantin

jcastell

Thank you Konstantin for your response and suggestions.

I can not find the Embedded View control on the Process Initiate form template in FormsBuilder...

In any case, the issue that I have is how to get the object that was selected and automatically binding it to the Package control on the form template. I don't want to require the user to click on the "Add" button and navigate through a deep folder structure to get to their doc if they've already selected it in step 1. Hope this makes sense.

Miller-zzMST

Hi,

I can not find the Embedded View control on the Process Initiate form template in FormsBuilder...

Yes, you are right, there is no such control in the Initiate form. But you needn't it herem I think.

I don't want to require the user to click on the "Add" button and navigate through a deep folder structure to get to their doc if they've already selected it in step 1.

How did you plan to start the process? With some Taskspace Action, isn't it? If you use the Start the specified process with the selected objects action, the process will start with object selected by user from folder.

So there is no need to add manually some docs in the initiation form.

BTW, as you know the every first step in the every process must be Initiate and for this step you will need to create some Initiate form. Usually in such situation as your's, I place on it two buttons (Submit, Cancel) and the text field with question like 'Are you sure you want to run <process> with selected objects?'.

~ Konstantin

jcastell

Yes, that would seem to be the solution, but I have tried to configure the Start the specified process with the selected objects action and when I invoke the button, and then dispplay the Process Initiate form, it does not prepopulate the package control. Is it suppose to? Or do I just leave the package and attachment control blank.. Not sure what I'm doing wrong...

I've attached a screenshot of the configuration of the Action and a screenshot of the Process Initiate form that displays (with the package control NOT prepopulated).

Miller-zzMST

Please, make sure that the type of the process package is the same as the document's type.

~ Konstantin

Imran_Yusubov

Hi,

Set "Route objects as attachments" to false, then it will attach the selected document to workflow package not to the attachments.

Imran_Yusubov

Layeeque_A

Can we do this in D2?