BPM, Workflow, and Case

  • 1.  Add Document Functionality in Coach View

    IBM Select
    Posted Sun September 19, 2021 02:07 PM
    Edited by Lakshya Agarwal Sun September 19, 2021 02:07 PM
    Greetings

    I need to provide the capability to upload a document in one of the FileNet folder in the coach view. I checked "ECM Document List" and there is a capability to add document via clicking the Add Button and then a screen pops-up showing the properties of the Document Class where user can enter values.

    I want to use similar capability on the click of a button in the coach view(without Document List view and other functionalities). Is it possible to re-use or is there some other OOTB functionality available for the same. Below is the screen shot for the same


    Thanks

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    Lakshya Agarwal
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  • 2.  RE: Add Document Functionality in Coach View

    IBM Select
    Posted Mon September 20, 2021 04:44 AM
    Hi,
    have you tried to use "ECM File Uploader" from "Content Management" toolkit?



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    Tomas Dambrauskas
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  • 3.  RE: Add Document Functionality in Coach View

    IBM Select
    Posted Mon September 20, 2021 04:49 AM
    Hi @Tomas Dambrauskas

    Thanks for the response. Yes, I had a look into it. But I think it uploads the file directly to the FileNet Folder without allowing users to set properties or am I missing some configuration ?

    Thanks​

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    Lakshya Agarwal
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  • 4.  RE: Add Document Functionality in Coach View

    IBM Select
    Posted Mon September 20, 2021 05:34 AM
    yes, that's true, this CV won't allow changing any properties.

    One of the workarounds could be:
    1. Add separate TextCV for user to provide document property value (needs to be added by the user before uploading the document), e.g. provide document name
    2. Use "ECM File Uploader"
    3. Configure needed EVENT, e.g. Document name formula



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    Tomas Dambrauskas
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