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workflowdocumentqbo3
Eric Patrick
Eric Patrick

Reputation: 2247

qbo3 Document Review Workflow

I have a series of documents in a document imaging system that need to be manually reviewed.

I can query the relevant documents from my data warehouse via an API call (Process/DataWarehouseDoucmentQuery), which will return data along these lines:

Account Document Status IndexId
12345 Document A Late 9876
12345 Document B Late 5432
12345 Document C Late 1098
23456 Document A Late 7654
23456 Document D Late 3210

The goal is to:

Upvotes: 0

Views: 15

Answers (1)

Eric Patrick
Eric Patrick

Reputation: 2247

Configuration should include:

  • Create a Workflow Template, perhaps named Document Review, that applies to Attachment
    • Add a Task to this workflow, perhaps named Document Review

You can use qbo's ImportFile/BatchApply feature to create a scheduled job along these lines:

Query: Process/DataWarehouseDoucmentQuery Action:

Attachment/Save?
  Attachment={Document}
  &SubscriberID={IndexId}
  &Status={Status}
  &Decisions_DocumentReview_Decision={Document} Review
  &Process={Account}

More detail on the parameters you are passing:

Parameter Description
Attachment This is the same as the name of your document; adjust as you see fit.
SubscriberID This uses qbo's Subscription pattern to ensure you don't create duplicate documents. This assumes that your IndexId is effectively globally unique in your environment.
Status Since it's part of your data warehouse query, might as well map it to Attachment.Status.
Decisions_DocumentReview_Decision Any qbo object can save related table data by specifying {Child}_{Template}_*. Note that when passing Template, you should remove any non-alpha-numeric characters from the template name.
Process The Attachment module is based on qbo's GenericObject, which can be a 'child' of any other object. In this case, the Attachment will be bound to a parent Process, which will be created on the fly if required.

Note that creating a parent Process record as detailed above required that the application setting for GenericParentClasses include Process. This can be verified from the Configuration > Modules > Matrix > Settings panel.

An alternative to adding Process to GenericParentClasses is to specify both an Object to indicate the parent, and {Object}_* to indicate parent field values:

Attachment/Save?
  Attachment={Document}
  &SubscriberID={IndexId}
  &Status={Status}
  &Decisions_DocumentReview_Decision={Document} Review
  &Object=Process
  &Process_Process={Account}
  &Process_OpenedReason=Just a Stack Overflow Example

Upvotes: 0

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