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how to add template document to workflow step?

Starszyna over 2 years ago

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!

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0 Heather over 1 year ago

Are you looking at filling in information within the documents or are you wanting to create new copies of these templates with metadata from the workflow object's metadata? I have done both.

Heather
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0 Thaqif Taher over 1 year ago in reply to Heather

I am curious to know the latter - create new copies of these templates with metadata from the workflow object's metadata. How do you do it ? Is it require scripting ?
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0 Heather over 1 year ago in reply to Thaqif Taher

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.
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0 Heather over 1 year ago in reply to Thaqif Taher

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.
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