Hi, is there a way to manage document versioning directly from a process v

andrear over 10 years ago

Hi,
is there a way to manage document versioning directly from a process via automated tasks? (i.e. without using attended tasks).

For example, in a document approval process, I want to be able to set a "candidate" document (the document to be approved, stored in a document variable pv!toBeApproved) as the new version of another document, already existing in the knowledge center.
This should be made at the end of the approval process, and is not possible to use (as suggested in the documentation) an attended task with a File form component.
...

Discussion posts and replies are publicly visible

Parents

0 subramanian Valliappan
Certified Lead Developer
over 10 years ago

Hi andrear I have an approach it might help you.
you can use the "word\\pdf doc from template" smart service for the template provide a sample template with no place holders, in the run time template you can use "myDoc_v2_candidate" pv. You can use the option overwrite an existing document and in the document to replace you can provide "myDoc_v1_approved" pv.
This will work provided the document "myDoc_v2_candidate" does not have any new placeholder in it.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 subramanian Valliappan
Certified Lead Developer
over 10 years ago

Hi andrear I have an approach it might help you.
you can use the "word\\pdf doc from template" smart service for the template provide a sample template with no place holders, in the run time template you can use "myDoc_v2_candidate" pv. You can use the option overwrite an existing document and in the document to replace you can provide "myDoc_v1_approved" pv.
This will work provided the document "myDoc_v2_candidate" does not have any new placeholder in it.
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

No Data