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Polish

← Powrót do listy dostępnych zadań automatycznych

Info

 Jeśli masz problem ze zrozumieniem jak działa zadanie automatyczne, sprawdź opisy: Zadanie automatyczne, Wykonanie warunkowe, Parametry komponentów

Panel
titlePodstawowe informacje

Kategoria: Attachment

Dostępne od wersji: 1.0.23

Panel
titleOpis

Komponent pobiera dokumenty podpięte do procesu lub z archiwum i zapisuje je pod wskazaną lokalizacją na dysku.

Panel
titleParametry konfiguracyjne
Nazwa parametruOd wersjiOpisTyp parametruWartość domyślnaRodzaj polaUwagi i ograniczenia
Źródło pobierania plików*1.0.23

Określa z jakiego źródła mają być pobierane pliki. Dostępne są 3 opcje:

  1. Proces - pobierane są dokumenty podpięte do procesu.
  2. Archiwum - pobierane są dokumenty z archiwum z określonej klasy dokumentów.
  3. Identyfikatory plików z archiwum - pobierane są z archiwum wyszczególnione pliki po identyfikatorze.
Tekst Lista wartości
Wartość wyświetlanaWartość przekazywana
ProcesPROCESS
ArchiwumARCHIVE
Identyfikatory plików z archiwumFILEIDS
Wybierz klasę dokumentów*1.0.23Decyduje, czy pobieranie dokumentów podpiętych do procesu ma być zawężone przez wybranie określonej klasy dokumentów. Gdy parametr jest ustawiony na Nie, pod uwagę będą brane wszystkie dokumenty bez względu na to do jakiej klasy dokumentów należą.Logiczny NiePole edytowalneParametr jest dostępny po wyborze opcji Proces w parametrze Źródło pobierania plików.
Klasa dokumentów*1.0.23Nazwa klasy dokumentów, z której są pobierane dokumentyTekst Lista wartości 

Nazwa indeksu

1.0.23Opcjonalne filtrowanie po indeksach wybranej klasy dokumentów. W tym parametrze określana jest nazwa indeksu.Tekst Lista wyboru / pole edytowalneLista indeksów po wybraniu klasy dokumentów z listy. Jeśli w parametrze Klasa dokumentów zostanie użyta zmienna lub funkcja to parametr ten z listy stanie się polem edytowalnym.
Wartość indeksu1.0.23Opcjonalne filtrowanie po indeksach wybranej klasy dokumentów. W tym parametrze określana jest wartość indeksu.Tekst Pole edytowalne 
Pobierz najnowszą wersję1.0.23Pobiera najnowszą wersję dokumentu w przypadku, gdy dokument posiada więcej niż jedną wersję.LogicznyTakPole edytowalneParametr jest dostępny po wyborze opcji Identyfikatory plików z archiwum w parametrze Źródło pobierania plików.
Identyfikatory plików1.0.23Identyfikatory plików do pobrania z archiwumTablica liczb całkowitych Pole edytowalne 
Katalog*1.0.23Ścieżka zapisu pliku na dysku. Parametr wskazuje pod jaką lokalizacją mają zostać zapisane dołączone do procesu lub z archiwum dokumenty.Tekst Pole edytowalne 
Nazwa pliku1.0.23Nazwa pliku zapisywanego na dysku. Za pomocą zmiennych kontekstowych: Nazwa pliku z rozszerzeniem, Nazwa pliku bez rozszerzenia, Rozszerzenie pliku można zmienić docelową nazwę pliku.Funkcja Pole edytowalne

Pole jest opcjonalne. W przypadku braku wprowadzenia jakiejkolwiek wartości, pole zostanie uzupełnione oryginalną nazwą pliku.

Parametr*- pole wymagane

Warning

W sytuacji, gdy zapisuje się kilka dokumentów o takiej samej nazwie, to zostaną one zapisane z kolejnymi numerami w nazwie np. plik.txt, plik (1).txt, plik (2).txt. Jeśli zapisuje się plik w katalogu, w którym istnieje już plik o takiej samej nazwie, to zostaje zostanie on nadpisany.

Panel
titleZmienne kontekstowe
Nazwa zmiennej kontekstowejOd wersjiOpisTyp parametru
Nazwa pliku z rozszerzeniem1.0.23Przechowuje nazwę pliku z rozszerzeniem aktualnie przetwarzanego dokumentu.
Tekst
Nazwa pliku bez rozszerzenia1.0.23Przechowuje nazwę pliku bez rozszerzeniem aktualnie przetwarzanego dokumentu.Tekst
Rozszerzenie pliku1.0.23Przechowuje rozszerzenie pliku aktualnie przetwarzanego dokumentu.Tekst
Panel
titlePrzykładowa konfiguracja

 

Panel
titleChange log

 1.0.23

  • Dodanie komponentu
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Zadania związane z komponentem

Aktualne

Archiwalne

JIRA
server192.168.1.52 JIRA
serverId2e6b42a8-62e1-3c71-bfe9-dbf183b33dc1
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Parameter Name
English

← Back  ← Return to the available automatic tasks list of applications

Info

 In case of any problems with If you have a problem understanding how the automatic task action works, check: Automatic tasktasks, Conditional execution, Component parameters Components params

Panel
titleBasic information

Category:

General

Attachment

Available from version:

 1

1.0.

50 

23

 
Panel
titleDescription

The

application accepts, cancels or sets variables in selected processes found in the system. It also allows simultaneous acceptance/cancellation of the process and update variables. After variables update documents actions are executed.

Configuration parameters

Parameter Category 

component downloads documents attached to the process or from the archive and saves them to the indicated location on the disk.

Panel
titleConfiguration parameters

Parameter name

From version

Description

Parameter

Paremeter type

 

Default value

Field type

 

Comments and restrictions

 -Activity type*

Files download source* 

1.0.

50Process*1.0.50The name of the process affected by application operation

23

Determines how the application will operate. TextProcess endNon-editable dropdown list The values to choose from are described in the table below. Task

Specifies the source from which files should be downloaded. There are 3 options:

  1. Process - documents attached to the process are downloaded.
  2. Archive - documents are downloaded from the archive from a specified class of documents.
  3. File identifiers from the archive - specified files by identifier are downloaded from the archive.

Text

 

Non-editable dropdown list List of available processes in the system.

Editable field

Displayed valuePassed value
ProcessPROCESS
ArchiveARCHIVE
File identifiers from the archiveFILEIDS
Select document class*1.0.
50Specifies the task during which the process must be in order for the application to work.Text Non-editable dropdown list List of available tasks in the process. Accept button 
23Decides whether downloading of documents attached to a process should be narrowed down by selecting a specific class of documents. When the parameter is set to No, all documents will be taken into account, no matter what class of documents they belong to.LogicNoEditable fieldThe parameter is available after selecting the Process option in Files download source parameter.
Document class*1.0.
50
23The
button with which the task
name of the document class from which documents will be
accepted
retrieved.Text 
Non
Uneditable drop-
editable dropdown
down list
 
List of available buttons in task.
 
Multiple process support*
Index name1.0.
50When the search returns more than one process, the application will work on each of them. If set to NO, the application will throw an error.Logical YesNon-editable dropdown list  Searching after variable values Variables1.0.50Variables at which the processes will be found.Text values table Non-editable dropdown list List of available variables in the process.Values1.0.50Values that have variables in the search process.Text values table Editable fieldPass values as text, the application will automatically match the type to type of variables. -Update variables 1.0.50Specifies whether to update the variables together with the acceptance/cancellation.Logical NoNon-editable dropdown list The parameter is shown only if "Accept process" or "Process cancellation" is selected. Shows or hides parameters from the "Set variable values" category.Setting variable values  Variables 1.0.50Variables which values we want to set.Text values table Non-editable dropdown list List of available variables names in the process.Values 1.0.50Values that we want to set for variables in the retrieved processes.Text values table Editable fieldPass values as text, the application will automatically match the type to type of variables. When setting a tabular variable, the values should be passed as text after the semicolon, e.g. "value1; value2; value3" (see join function)-Comment in updated process1.0.59Specifies whether to add a comment with user text to the updated processLogical NoNon-editable dropdown list  Comment1.0.59The content of the comment that will be added to the process
23Optional filtering by indexes of the selected document class. This parameter specifies the name of the index.Text Uneditable drop-down list / editable field

Index list after selecting a document class from the list. If a variable or function is used in the Document class parameter, this parameter becomes an editable field.

Index value1.0.23Optional filtering by indexes of the selected document class. This parameter specifies the value of the index.Text Editable field 
Download the newest version1.0.23Downloads the latest version of the document in case the document has more than one version.LogicYesEditable fieldThe parameter is available after selecting File identifiers from the archive option in Files download source parameter.
File identifiers1.0.23Document identifiers to download from the archive.Integer values table Editable field 
Katalog*1.0.23The path to save the file on the disk. The parameter indicates the location under which the documents attached to the process or from the archive will be saved.Text Editable field 

Parameter*- mandatory field 

Activity type

Activity type 

Available from version

Value of the parameter to enter (without using the drop down list) Description Acceptance of the task
Nazwa pliku1.0.
50ACCEPT_ACTIVITYAccepts the selected task from the process specified by the action from the button.Process cancelation  1.0.50CANCEL_PROCESS Cancels the selected task from the process. Update selected task from the process (previous name: Process update) 1.0.50UPDATE_PROCESSUpdates variables in the selected task from the process. 

Update in all process tasks 

1.0.55UPDATE_ALL_ACTIVITIES_WITH_PROCESSUpdates variables in all tasks in the process and updates variables in closed processes.

Configuration example

version 1.0.50

Image Removed

Application example

Expand
titleExample 1 Updating a selected task from a process
Panel
titleExample 1 Updating a selected task from a process

Let us assume that we have several tasks in the process of contracts review at the stage of Contract registration. All tasks with contracts which type is "Other” we want to transfer to the next stage e.g. business acceptance.

For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:

  1. Choose the type of action from the list. In our case it will be "task acceptance" because we want to go from one stage of the process to another. 
    Image Removed
  2. Then choose the name of the process, in this case "Contracts review”
    Image Removed
  3. We accept all processes on the selected task, so we set the "Multiple processes support" parameter accordingly. 
    Image Removed
  4. The processes that we want to accept are at the stage of "Contract registration".
    Image Removed
  5. Make sure that the task is accepted with the appropriate button. So we choose the right position from the list.
    Image Removed
  6. We do not intend to accept all processes at this stage, but only those whose type equals to Others. We use the "Search for variable values" parameter to limit the results in which the task acceptance will happen.
    Image Removed
  7. In this case, we do not use the functionality of variables update. 
    Image Removed
  8. If we have configured the component correctly it should look like this:
    Image Removed

The only thing left to do right now is to run the automatic task.

Expand
titleExample 2 Process cancellation
Panel
titleExample 2 Process cancellation

Let's assume that we have several tasks in the process of contracts review that we want to cancel. Each of them is at the stage of "Canceling the contract".

For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:

  1. Choose the type of action from the list. In our case it will be "Process cancellation". 
    Image Removed
  2. Then choose the name of the process, in this case "Contracts review” 
    Image Removed
  3. We cancel all processes on the selected task, so we set the "Multiple processes support" parameter accordingly.
    Image Removed
  4. The processes that we want to accept are at the stage of "Contract cancellation”.
    Image Removed
  5. We want to cancel all processes at this stage, so we need to leave the "Search for variables values" parameter blank. 
    Image Removed
  6. In this case, we use the variables update functionality. 
    Image Removed
  7. Set the value of the "Comments / Question" variable to "Canceled". (this is just an example; it is not required to cancel the process) 
    Image Removed
  8. If we have configured the component correctly it should look like this:
    Image Removed

The only thing left to do right now is to run the automatic task.

Expand
titleExample 3 Process update
Panel
titleExample 3 Process update

Let's assume that we have several tasks in the Contract generation process that we want to update. Each of them is at the stage of "Completing the standard contract data". We want to update the variable "Contract from" which stores the date by using a variable from the process in which the automatic task will be performed.

For this purpose, we create a map with the task Automatic Process Update and configure it in the following way:

  1. Choose the type of action from the list. In our case it will be "Process update”
    Image Removed
  2. Then choose the name of the process, in this case "Standard contracts generation process”
    Image Removed
  3. We update all processes on the selected task, so we set the "Multiple processes support" parameter accordingly. 
    Image Removed
  4. The processes that we want to accept are at the stage of “Completing the standard contract data”.  
    Image Removed
  5. We want to update all processes at this stage, so we need to leave the "Search for variables values" parameter blank.
    Image Removed
  6. Set the value of the variable "Contract from" to #toString ($Application Date) - we must use the toString function, because the "Values" parameter accepts only text values, and our variable is of "date" type.
    Image Removed
  7. If we have configured the component correctly it should look like this: 
    Image Removed

The only thing left to do right now is to run the automatic task.

Expand
titleExample 4 Setting tabular variables
Panel
titleExample 4 Setting tabular variables

If we want to set tabular variables, subsequent values should be entered after the semicolon.

To set a tabular variable using other tabular variable we use the join function with the separator ";".

Image Removed

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Change log

1.0.50

  • Component adding

1.0.55

  • Adding the possibility of updating entire processes (regardless of the task, including closed processes)

1.0.56

  • Executing document actions after variables update

Tasks related to the component

Current

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server192.168.1.52 JIRA
serverId2e6b42a8-62e1-3c71-bfe9-dbf183b33dc1
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Archive

JIRA
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serverId2e6b42a8-62e1-3c71-bfe9-dbf183b33dc1
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JIRA
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keyCUFCMP-519

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23The name of the file saved on the disk. With the help of context variables: File name with extension, File name without extension, File extension, the target file name can be changed.Function Editable fieldThe field is optional. If no value is entered, the field will be completed with the original file name.

Parameter*- mandatory field

Warning

In a situation where several documents with the same name will be saved, they would be saved with consecutive numbers in the name, e.g. file.txt, file (1).txt, file (2).txt. If a file is uploaded to a directory where a file with the same name already exists, it is overwritten.

Panel
titleContext variables
Context variable nameFrom versionDescriptionParameter type
File name with extension1.0.23Stores the file name with extension of the currently processed document.Text
File name without extension1.0.23Stores the file name without extension of the currently processed document.Text
File extension1.0.23Stores the file extension of the currently processed document.Text
Panel
titleConfiguration example
Image Added
Panel
titleChange log

1.0.23

  • Component adding