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Document FAQs

Frequently asked questions for the Document guide.

What is the purpose of the Document object in workflow design?​

The Document object is used to store forms and related data within a workflow process.
When added to a workflow, it cannot be directly connected to other objects with arrows, nor can arrows from other objects be connected to it.

Instead, the Document object is attached to components like Position, Position Group, or Information objects to display the linked form at a specific step in the workflow.

Key capabilities:

  • Stores the project form and its field data.
  • Allows passing parameters to the form for event-driven data population.
  • Supports both static documents and pre-existing documents.
  • Displays the linked form to users at the appropriate step.

How does the Document object handle form parameters?​

The Document object supports sending parameters from the workflow into the linked form.
These parameters can be used to:

  • Pre-fill form fields dynamically.
  • Pass contextual data, like Position IDs or Document Numbers.
  • Make the form behave differently based on the workflow step.

How does “Document Type” affect form usage in the Document object?​

The Document Type property determines how the Document object links forms within the workflow:

1. Static Document When Static Document is selected:

  • Process → Choose the workflow process where the form belongs.
  • Form → Select a form under the chosen process.
  • View → Select which view of the form will be displayed.
  • Panel Size → Define how much of the screen the form panel will occupy (1/3, 2/3, or full width).
  • Parameters → Pass variables from the workflow to the form for dynamic data population.

2. Existing Document When Existing Document is selected:

  • Path → Select the form directory from the Document Management System.
  • Panel Size → Controls the form’s display size in the UI.
  • Parameters → Supports passing workflow parameters to the existing form.

Tip:
To use the passed parameters inside the form, implement the ResponseParameters method on either Client or Server