Configure a Document state activity

Configure a Document state activity within a process, case and case fragment. This activity is not supported in a business rule.

  1. Add an activity to the map.

    By default, the Configuration tab is open in the properties panel of the activity.

  2. Change the default Name of the activity to something meaningful.
  3. On the Type list, select Document set > Document state.

    To add a document set activity to the process, you must turn on Document set from the process Modeling bar. By default, the Document set is turned off.

  4. On the Document/Folder ID list, do either of the following:
    • To add a single document to the document set, select the document ID.

    • To add all the documents within the folder to the document set with the specified status, select the folder ID.

  5. Optional. To update documents of a specific document type from the folder in the document set, select the document type on the Document type list.
  6. On the Status list, select the status of the document type. (Default: Received)

    Available options are: Received, Waiting, Validated, Verified, Rejected and Accepted.

  7. Save the process map.