Configure the Content Manager add document activity

  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 Micro Focus > Content Manager add document.
  4. Configure the following properties.

    The server in which to add or check-in a document.

    Fileplan shortcut

    The Fileplan shortcut for your folder. Enter a static value or select a dynamic variable.

    Relative path

    The relative path for your folder. Enter a static value or select a dynamic variable.

    Folder path

    The path to the location of the folder in which to add the document. Enter a static value or select a dynamic variable.

    New document properties
    Document path

    The path to the document to add to the folder. Enter a static value or select a dynamic variable.

    Document title

    The document title.

    Note If you are checking in a document that was checked out, the document title must match the title of the checked out document. Otherwise, the document is added as a new document in the Micro Focus system. However, while checking in, you can replace the checked out document with a different document. For example, you checked out A.doc from the Content Management system and you need to replace the A.doc with B.doc from your computer. Using this activity, you enter the document path that points to B.doc, and enter the document title as "A.doc." The B.doc is checked in as A.doc and replaces the original A.doc.

    Record type

    The Record type to use.

    Note Record types are the basic building blocks or templates for records defined in the Content Management system. They partition information within a database to allow users to view only the records to which they have access permission.

    A list of all the metadata defined for the selected record with the default data values from the server appears in the Metadata table.

    Note The metadata is only displayed if you are adding a new document to the server.


    Configure the metadata values:

    1. Click Configure. The Metadata dialog box is displayed.
    2. On the Value list, select or enter the process or case variable in the Value field.
    3. Click OK.

    Ignore metadata failures

    If selected, the metadata update failures are ignored; the error is not generated and the job is completed.

    By default, the job is suspended if any of the values mapped to metadata fail to update.

    Check-in document

    If selected, allows to check-in a document that is currently checked out to your computer.

    If you are checking in a previously checked out document, the Record number list appears instead of the Record type list.

    To specify the document to check in, on the Record number list, enter the Record ID or select a dynamic variable that holds the Record ID or Document URI.

    Note The Record ID is the unique record number for a folder or document in the Content Management system. Document URI is the unique identifier of the newly created document.

    Declare as final

    If selected, declares the record as final and restricts the users from modifying the document.

    A record is a tangible object or digital information that has value to an organization. For example, records could include birth certificates, medical x-rays, office documents, databases, application data, and email.

    Document URI

    A variable to hold the Uniform Resource Identifier (URI) of the newly created document.

    Note The document URI helps manage documents within a Content Management system. When you add or check in a document to the Content Management folder, or download or check out a document from a Content Management folder, the variable containing the document URI identifies and selects the required document.

  5. Save the process map.
    The document is added or checked in to the Content Management system.
    Note If TotalAgility finds insufficient privileges, incorrect parameter values, or a mismatch between the selected location and the fileplan shortcut, the document is not added or checked in. The error details appear in the event log.