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Question

Workflow - Business Process Activities - How to choose entry

asked on September 11, 2014

 How do I choose which entry I want to work with when using Business Process activities in workflow? For example if I want to update a step on a specific entry or start a step on a specific entry?

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Answer

SELECTED ANSWER
replied on September 11, 2014 Show version history

That's what the "Associate Entries" activity is for. It tells the current BP to attach the selected entry to itself.

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Replies

replied on September 11, 2014

I'm not sure I entirely understand what you're after. You can select an entry in any of the normal ways. You can use starting rules to react to an event and grab the starting entry, or use normal search/find activities to get a specific document. Then you can use the BP activities to act on it however you want.

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replied on September 11, 2014

The properties of the BP Activities do not have an option to choose which entry.

 

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replied on September 11, 2014

The business process activities do not act directly on the document. They're wrappers for other activities, such as Route to Folder or Wait for Entry Change. Their role is to provide instructions to the user along with the document as well as gather statistics and record the user actions in a way that's visible through the Laserfiche Client or Web Access.

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replied on September 11, 2014

Think of a business process step as a container for other activities. They are there to log the status and history of a BP.

 

This BP Step has an "Associate Entries" activity that is aimed at the output from the "Copy to Expungement" activity.

 

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replied on September 11, 2014 Show version history

But in the user interface the business process is associated with an entry. The user must select the entry they want to view the business process history for. If it is not attached to an entry why is the user selecting an entry first?

 

Perhaps I can explain the situation. A specific folder has a BP Step associated with it. Inside the folder, entries are being approved. Each time an entry is approved a conditional workflow will be started which will want to update the BP history for the BP associated on the folder with the latest event.

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replied on September 11, 2014 Show version history

A BP is going to be associated with whichever entry started the BP, which means you'll be able to see the BP history and status of that entry in the Client. 

 

If you wanted the business process to be associated with more entries, you'd have to use the "Associate Entries" activity. In your case that would probably mean right before calling the new workflow on the approved entries you'd associate them, and perhaps want to use a new step or use the "Update Business Process" activity.

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SELECTED ANSWER
replied on September 11, 2014 Show version history

That's what the "Associate Entries" activity is for. It tells the current BP to attach the selected entry to itself.

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replied on September 11, 2014

Oh ok, Associate Entries does the trick. Thanks!

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