Welcome > Process Designer module > Activity types > CMIS activities > CMIS Add Document activity > Configure the CMIS Add Document activity

Configure the CMIS Add Document activity

  1. Add a CMIS Add Document activity to the map. See Add an activity.
  2. On the Extended Properties page of the CMIS Add Document activity, click the Configuration tab.
  3. To select the CMIS-compliant site and the CMIS web service URL, consume the site in the CMIS Site box.
  4. On the Repository, select the path to use for uploading the document.
  5. On the Type list, select the required document.

    A list of metadata appears.

  6. To add a document to a subfolder within the repository, enter the name of the subfolder in the Relative Path box.
  7. To specify the location of the document to add to the CMIS site, use either of the following methods:

    • To enter a static value, click Static Static and enter a value in the Source Document File Path box.

    • To enter a dynamic value, consume a document variable in the Source Document File Path box and do the following:

      1. Click Yes to Specify File Type. (Default: No)

      2. On the Source File Type list, select a file type to save the document in that format, such as BMP, CSV and TIFF. See the supported mime types.

    Note For TotalAgility in an Azure environment, in the Source Document File Path box, enter a file name or consume a document variable. The document is automatically picked up from the Generated Documents folder in the repository. This document must already be present in the Generated Documents folder.
  8. To include version information, select one of the following options for Versioning State:
    Note For TotalAgility Azure, enter the static value of the file name which is available in the Generated Documents folder or consume a document variable so that the system adds the document automatically in the repository.

    • None: Adds the document without a version number.

    • Major: Adds the document with the version 1.0.

    • Minor: Adds the document with the version 0.1.

    • Checked-out: Adds and checks out the document.

      Note To add a document with major or minor version, you must enable the Versioning option for a CMIS-Compliant site. If you try to add a document with a version (Major or Minor) when Versioning is unavailable, the job is suspended and a message appears. If Versioning is enabled and you try to add a document without a version (None), the job is suspended.
  9. To retrieve the unique identifier of this document from the CMIS site to populate a variable, consume a variable in the Return Value Unique Identifier box.
    Note Once the activity is completed, the value of the consumed variable is updated with the document ID.
  10. To retrieve the values of the relevant document fields at runtime, map the metadata to the related variables:

    • To provide a static value, click Static Static and enter a value.

    • To specify a dynamic path, in the Mapping box, map system and custom fields and custom field properties from a document variable. You can also map a document variable to parameter of type string.

    Note You may not map all the fields, but you must map all the mandatory fields (displayed in red).
  11. Click Save.
    The document is added to the selected target location on the CMIS site. All mapped metadata properties from the selected item are also set for the uploaded document.