BPM, Workflow, and Case

BPM, Workflow, and Case

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  • 1.  Filter and Upload Properties in Content Management of BPM Document List Component Configuration

    Posted Fri July 17, 2020 09:33 AM
    What exactly would be the property/ properties of Filter and Upload Properties in Content Management of BPM Document List Component Configuration that can used to define as Name Value Pair.

    How to use which property, an coding example of these would be really helpful .

    Basically I am looking for the highlighted sections ,what would be those values of Name Value Pair. Please check the image .
    Need the example inputs for the highlighted section


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    Gona Deepak
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  • 2.  RE: Filter and Upload Properties in Content Management of BPM Document List Component Configuration
    Best Answer

    Posted Fri July 17, 2020 01:45 PM
    I believe those are intended for you to be able to add / filter by arbitrary properties as is appropriate to your solution.  They work as a set.  When you are allowing the customer to upload files you can add an attribute to be use later as a filter in another portion.  So, for example, let's say you have a task at the start of your process where the user is uploading "financial statements".  If you added the entries "Document Type" "Financial Statement" to the upload section, those files would get the Name "Document Type" with a value of "Financial Statement" associated with it.

    If later in your process you have a step which says "Show the user all the Financial Statements associated with this application" then you could use those same values to return back just those documents for display rather than saying "Hey, here is every document associated with this instance, find the one you need".

    This is really only going to be in issue where the process is document heavy, and you have a good way to ensure that the meta data you are adding is appropriate to all the documents associated with that upload widget.  I've not actually seen this in heavy use in the wild, so TBH all of the above is theoretical on my part.


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    Andrew Paier
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  • 3.  RE: Filter and Upload Properties in Content Management of BPM Document List Component Configuration

    Posted Sat July 18, 2020 11:36 AM
    Thank You Andrew for your inputs

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    Gona Deepak
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  • 4.  RE: Filter and Upload Properties in Content Management of BPM Document List Component Configuration

    Posted Tue July 21, 2020 03:24 PM
    Edited by Amit Rathod Tue July 21, 2020 03:33 PM

    @deepak : Andrew is correct. 

    I have done this part using fully custom control for document upload where I can able to add, edit, filter using user properties.

    Basically , when document is getting uploaded it gets uploaded only specific CMIS properties like name, creation date, created by, modified date, modified by and few more around 25-30 ( not remember exact count) cmis properties you can upload with ​your document but in case if you wish to add your own properties which is specific to user or your project or your application like in andrew`s example its document type you can specify here those properties in name value pair. You can have N number of properties can upload with CMIS properties. so the properties will be associated with your document in that case and will get uploaded with document.

    here in the above screen shot you will consider the following example, suppose you have drop down name as document type and value user need to be selected on fly, in that case you can have those dropdown list with selected list from that drop down. After completion of this selection process from dropdown you can insert this selected value in the properties list using push or insert into list, where you will have name as DOCUMENT TYPE and value will be SELECTED VALUE FROM THE DROPDOWN. Likewise you can do anything associated with document when its get uploaded.

    When you want to fetch document on basis of certain list you can use filter in the same manner.

    Use variable there not default table. you need to create wrapper cv on top of this cv where you will have ajax service which will build list for your filter as well as upload properties depends on condition and scenario.

    Also Even if you dont wanna use filter you can create your own cv on top of this where you can use cmis db query to fetch those docs using properties filter depnds on your condition. 

    Now when if you want to use those properties should be visible with table where document list are showing in that case. you need to change in the bo of document which is bind with table, and also you need to change in the service as well which is use to show the data on the table. To change the service you need to fetch document properties list where you will get CMIS properties as well as your own custom add properties but one thing those custom add properties will be list . IN this case yous customer properties will be list inside list so fetch properties using type or name and once you got it iterate it in string and assign value to the variable which you added in the bo.

    Following are the code to read the document after adding our own properties like wise you can use and change it accordingly to your need.

    Likewise there you can read as well as edit. Remember when you do edit with the properties you need to take care about checkin and checkout of the document. Otherwise you will get error that document properties can not be editable.
    I didn't use this control which you show in the pic but I can tell you as I have made this kind of control from scratch.


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    Amit Rathod
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