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If you have a problem understanding how the action works, check: Action, Conditional Execution, Components parameters.
Basic information
Category: Documents
Available from version: 1.0.1
Location of the action: Form
Description
The action is used to add a field in the indicated place on the form in order to load attachments to the process (to the configured class or opens the configuration window). In order to load files, they should be dropped onto the selected field.
The action also allows you to add several different configuration fields and simultaneously load several documents into different classes (depending on the field). When the field is active (before releasing the mouse button), the border has a thicker and darker frame.
Configuration parameters
| Parameter name | From version | Description | Paremeter type | Default value | Field type | Comments and restrictions |
|---|---|---|---|---|---|---|
Index Name* | 1.0.1 | List of indexes of the selected document class. | Table of text values |
| Editable field | Selection from the list is possible after entering the class. |
Document class | 1.0.1 | List of document classes available in the system. | Text |
| Editable field |
|
Field position | 1.0.1 | Place where the field is displayed based on the given form variable (default at the top or bottom of the form). | Text |
| Editable field |
|
Field name | 1.0.1 | The name to be displayed in the middle of the field. | Text |
| Editable field |
|
Check permissions | 1.0.1 | Specifies whether to check the permissions. | Logical | No | Checkbox |
|
Show indexes | 1.0.1 | Specifies whether to display indexes. | Logical | No | Checkbox | Yes - additionally, the index form is displayed |
Choose first class | 1.0.1 | Defines whether the first item should be selected from the list of document classes. | Logical | No | Checkbox | Yes - the first item is selected automatically |
Document description | 1.0.1 | In the absence of a description, the class name is provided. | Text |
| Editable field |
|
Document class names | 1.0.1 | The values we will save or overwrite the variables declared in the template. | Table of text values |
| Editable field |
|
Show window for adding documents | 1.0.1 | Selecting Document Class Configuration. | Logical | No | Checkbox | Yes- displaying the window after dragging the file, thanks to which dynamic configuration (class selection, description, etc.) will be possible, No- no window, static configuration (always in the same class). Option to rewrite process variables into document class indexes. |
Save as new version of the document | 1.0.1 | Saves as a new version of the document. | Logical | No | Checkbox | Yes - for duplicate indexes and one document with the same indexes in the class. |
Variable form | 1.0.1 | The form variable at which the field should be displayed. | ||||
Index value | 1.0.1 | Variable assigned to the selected index. |
Parameter*- mandatory field
Configuration example
Basic configuration
Example of a form
Configuration window (for adding documents) after dragging 4 files to the field
Change log
1.0.1
Adding a component
1.0.1
- Conditional execution of showing / hiding the drag and drop field
1.0.X
- Fixed the two-step display problem. The drag and drop field placed above and below the textarea will not change its height unnecessarily.
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