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copydocument

Copy Document: This workflow task will copy a document from one category to another while leaving the source document in its original category.

 

SD_R_Workflow_WorkflowDesign_Tasks_CopyDocument_001

Name

Enter an intuitive name for the workflow task.

 

Duration

For automatic tasks this can be left at 0.

 

Type (read only)

Task type is set to the following type by the system: Copy document

 

Edit...

Opens a dialog to let you define scripts and the Auto-append mode.

SD_R_Workflow_WorkflowDesign_Tasks_CopyDocument_002

Category

Choose the category the document should be saved into.

 

Script

The advanced scripting options are the same as those found in indexing profiles. Go to the indexing profiles page.

 

Auto-append mode

Set the auto-append mode behavior for saving the document if the destination category is auto-append enabled. The setting selected here will override the category default setting unless the option 'Category default' is chosen. Go to the Auto-Append page.

 

For each field of the new category, enter the desired value under Assignment. The drop-down box will display fields from the source category. These can then be matched to the fields in the destination category, listed on the left under the Category field. Customized scripting can also be used for assignments.

 

Info

Note that scripting may not be used for this task to set the category or use multiple categories in the assignments.

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