Properties of a Document set control

Configure the Document set control under the following tabs:

General

Use this tab to configure the general properties of a Document set control.

Name Description

Type

The type of the control.

Name

A unique name for the document set.

Tooltip

The supplementary information that displays on hovering the mouse over the control at runtime.

Enabled

Enables the control at run time. (Default: Selected)

Security token

Makes the information in the form secure. See Security tokens.

Visible

Makes the control visible at runtime. (Default: Selected)

Session ID

A Session ID validates and identifies the currently logged-on user. Session ID can be a global variable, form variable, or form control.

Case/Job ID

A Case/Job ID validates and identifies the case or the job. Select the required form field, form variable, a global variable, action or enter a dynamic value. The information displayed is based on property.

Case reference

A case reference that identifies the case. Select the required form field, form variable, a global variable, action or enter a dynamic value. The information displayed is based on property.

Mode of operation

Indicates whether the control should be shown with limited functionality and content for a customer. Available options are:

  • Case worker: A case worker can view the current status of a document set in relation to a job/case and make some basic changes, which include:
    • Add a document type by defining a basic rule to the live document set.
    • Add a new document against a document type.
    • Modify the document type by changing the state from required to optional.
    • Force validating a document type rule.
    • Update the date required
    • Re-evaluate the document rules for a document type and also evaluate any activities in that job that are awaiting preconditions.
    • Update the document type for a document.
  • Customer: Customer can view the summary of unrestricted document types along with their current status. They can also upload the new documents against a document type required for completing the process.

Based on the mode of operation, at runtime you can view the summary of documents (status of current documents) and also upload the outstanding documents that are required for completing the process.

Upload document form

The form to use when the user selects to upload a document. You can select a custom form that uses a Web Capture or File Upload control to upload a document to a document set at runtime. If not set, the TotalAgility DocumenViewer form is used for uploading a document.