The basic output workflow component, To Infor Document Management is for the Infor IDM module only. This component can store the payload of a workflow into Infor IDM.
The To Infor Document Management component has these parameters:
IDM instance
This refers to the name of the IDM connection, that you want to use. Here you select the one to use from the drop down list.
Document type name
The Infor document type, that the payload should be save as in Infor IDM.
Output file name
The name of the file to use when it is stored into Infor IDM.
Conflict resolution
Here you can define what should happen, if the document already is stored in Infor IDM. The possible values (via the drop down list) are:
Update revision |
If this is selected a new revision of the item is created, if the item already exists in Infor IDM. |
New item |
If selected: A new item is always created when a document is archieved instead of creating a new revision. |
Access control list
This is an optional parameter. Specifies the name of an access control list that should be attached to the document. This field can be left empty to use the default.
Attribute name and value
Up to three attributes can be configured. The attributes are metadata that are attached to the document in IDM and can be used when searching for a document.
As "Attribute name" specify the name of the IDM attribute that you want to set on the document. Note that this must be the actual attribute name, not the display name. The attribute must be configured for the selected document type on IDM.
As "Attribute value" specify the value to set for the attribute.
Please notice the date format for the attributes, that are a date: The required format is "yyyy-MM-dd".
