Skip to main content

Import generated reports in a workflow

Add and configure a Service Task

Add a Service Task to the process model.

delegateExpression.png

Define its Delegate Expression as ${reports}.

Note

The Service Task will by default import generated reports to the Contact with Contact ID equal to what was input into a Form field with the exact key import.c_contactId (if any such existed).

Optionally, use the Service Task's Class Fields to further describe the import behavior, as described below.

classFields.png

Import report to a specific Contact's documents

Import reports to contact documents (see Contact window for details) by adding a Class Field to the Service Task. Define the Class Field Name as contactId.

If you wish to pick up the Contact ID dynamically from a Form field that was input at some point during the process' lifetime:

contactId.png

  • Define Expression as the key of the specific form field from where to grab the Contact ID value. For example, in Create a contact step 1.2, we defined the import.c_contactId key for the form field in which the user enters the Contact ID of a new Contact. We could grab that field's value by referring to it now, with the following expression ${import.c_contactId}.

Alternatively, if you wish to hardcode the Contact ID of a Contact to which the reports will always be imported:

contactIdHardcoded.png

  • Define String value as the Contact ID of the Contact.

Import report to a folder in FA Document Bank

Import reports to a folder in the FA document bank (see FA's Document Bank for details) by adding a Class Field to the Service Task. Define the Class Field Name as documentFolder and the String value as the path to the folder in FA document bank.Administering documents

Note

The path should not be prefixed with /. For example, if the path to the target folder is /Reports, define the String value as Reports.

dcoumentFolder.png

Import a specific report out of multiple

If multiple reports may be generated during the lifetime of your process, you can specify which one to import (default is all).

Add a Class Field to the Service Task with Name documentName. Define a String value equal to the exact name of the report that is to be imported.

For example, if the report's name is KYC.pdf, input KYC.pdf as the String value.

dcoumentName.png

Add a tag to the imported report

Add a Class Field to the Service Task with Name documentTag and String value equal to the tag(s).

Note

If multiple tags are to be set, then separate them with a comma.

documentTag.png
In this section: