BPM, Workflow, and Case

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  • 1.  Document types List in document explorer

    Posted Fri March 22, 2024 09:21 AM

    Hello,

    I'm using a document explorer view in my process to facilitate document uploads by users.

    Is there a method to restrict the list of document types displayed when a user selects "add document" to only one specific document class?

    Thank you!



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    Amina SAHLAOUI
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  • 2.  RE: Document types List in document explorer

    Posted Mon March 25, 2024 02:44 PM

    Hello,

    The Document Explorer does not seem to provide an option for doing this, at least not out of the box. However, if this is something that really need in the base functions then take a look at either the BPM Document List or ECM Document List views as both of these have a "File Types Allowed" setting to enable what you're looking for. If you have to do this in the Explorer, then you will probably have to do some coding. 

    Stuart...



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    Stuart Jones
    Business Automation Technical Specialist
    IBM
    Cedar Rapids IA
    630 390 4436
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  • 3.  RE: Document types List in document explorer

    Posted Tue March 26, 2024 05:09 AM

    It seems that the "ECM Document List" is a better option for my case, it also provides more features for documents handling.

    Thank you for your help !



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    Amina SAHLAOUI
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  • 4.  RE: Document types List in document explorer

    Posted Thu March 28, 2024 01:38 PM

    With the doc list and the uploader view you can basically assemble your own Ui. The uploader has a configuration to assert the doc class. You can hardwire that with the class's symbolic name or connect the connect the config value to a variable that is bound to another picker type view that you limit to the classes you want. 



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    DAVE PERMAN
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