Hi,
it is possible to add template document to workflow step?
for example:
for step six, template - test.doc,
for step seven, template - test_100.doc
so that documents are filled with metadata with this workflow.
Thanks for help!
This is actually quite a complex process and it took me quite a while to figure out how to do it in VBScript in the workflow. I had to use a combination of scripting in the workflow and scripting in vault extension methods to enable code re-use. Using the Vault Application Framework would be easier than doing it all in VBScript.
The steps to doing it are to search for your template, copy it to a new object, then modify the metadata on the new object. You can find examples of searching, and copying, objects on the M-Files developer site.
https://developer.m-files.com/APIs/COM-API/Searching/
https://developer.m-files.com/Samples-And-Libraries/Samples/Processes/Copying-Objects/
These are the resources I used to understand the basics, then I created routines to allow me to re-use the code in any workflow.
I hope that helps.
© 2024 M-Files, All Rights Reserved.