Allow users to add/remove documents after process is completed

How can I let users add/remove documents after process is completed? Currently, I have a quick task that allows the user to add/remove documents which shows up as related action on my record. But when the process is completed, the related action goes away. How can I give the users the ability to add/remove documents after the process is completed?

OriginalPostID-140157

OriginalPostID-140157

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  • Build a new process and give users a simple form where they can enter the record id and upload the doc. This assumes that you are storing the folder id along with the record id in the DB for each of the process instances.

    Then there are couple of options:

    1. Add the new process under actions tab.
    2. Build Entity backed record for your original process and add the new process under related actions.

    Hope this helps.
  • Can you please explain how can I work with option 1 of adding new process? First, how to retrieve the upload documents for that process? Second, how can I now update the process model (original or parent process) with new upload documents? In other words, if I want user to allow to add/remove documents, how can I save the values of new documents to the original process?
  • Basic idea is to build a new utility process model which can add/remove files in the folders independent of original process. This is possible as long as you can retrieve the information about the parent folder where all the files are stored for a given process instance. You can then use expression like getdocumentsfromfolder() and show the list of documents to the end user in a selectable grid and allow them to delete or add new document. As the original processes are complete, you won't have access it or data in it.
  • You can make a task as a quick task which allows user to add or remove documents, to add the document simply use upload field and to remove it just display the document names in selectable paging grid and you can delete them by document ID, checkout getdocumentsfromfolder function in expression editor and delete document smart service, but for this approach you need to make sure that the process dosen't have any terminating nodes because as soon as process needs terminating node all the active tasks including your quick task will be terminated. I hope this helps.
  • I beg your pardon I meant to say as soon your process reaches terminate node