Question

Running a business process (workflow) on multiple selected documents.

Workflow

Updated August 7, 2015

asked on August 4, 2015

Hello,

I have a client who wants to manually send documents from time to time from their regular folders to their records folders. I'm planning on creating a business process that allows the records manager to select multiple documents in a folder, then start the business process, which will route the documents to a records folder and create a shortcut in the original folder path. Is it possible to run a business process on multiple selected documents?

Thanks in advance for any suggestions.

Nareg

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Answer

SELECTED ANSWER

replied on August 7, 2015

Each document selected will start its own instance of the business process. For the situation you're describing in your original post, it doesn't sound like you need a single business process to move them all.

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Replies

replied on August 4, 2015

Yes, you can select multiple documents and run a business process on them.

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replied on August 4, 2015

Great, thanks Alex!

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replied on August 7, 2015

Alex,

I have another question regarding this scenario. Let me know if you want me to create a separate post for this question.

In our business process scenario described above, I can't figure out how to use the documents selected by the records manager in LF Client in the activities in the business process. I know I need to use a Find Entries activity before jumping into the For Each Entry loop, but how do I configure the Find Entries activity to find all the documents that were selected? Please see attached screenshot.

Capture.PNG (353.95 KB)

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SELECTED ANSWER

replied on August 7, 2015

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replied on August 7, 2015

If each document selected by the records manager starts its own instance, then I don't need the For Each Entry loop, right?

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replied on August 7, 2015

That's correct.

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replied on August 7, 2015

Thank you!

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Running a business process (workflow) on multiple selected documents.

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