Edit Document

This operation is necessary to edit the attributes of a document of a certain type with the possibility of choosing one of its forms (views).

In web application, when performing this activity, the edit document page will open. This page is similar to the Create a document page taking into account the chosen form.

This activity can be placed only in static or dynamic swimlanes.

The Edit Document operation can be used to send a document for correction during the approval process, to update the document and/or correct errors in it.

This activity should be used after the Create a document activity or when during a business process an existing electronic document is added to the context variable of the Document type.

In fig. 1 you can see an example of the correct use of this activity.

Fig. 1. Example of the Edit document activity

Edit Document settings

Double-click on the image of the activity in the graphic model to configure it (fig. 1). An activity page will open, which includes the tabs described below.

Common tab

In fig. 2 you can see an example of this tab

Fig. 2. Edit document activity page

This tab is partly similar to the Common tab of the Create document activity.

The difference is that in the settings of the Edit document activity you cannot choose a folder or add a variable with a folder where the document is stored; you cannot set a description of the task according to a template either.

Documents tab

This tab is similar to the Documents tab of the Send for Approval activity.

Please note that it is required to fill out this tab to make the activity work correctly.

Context tab

This tab is partly similar to the Form (context) tab of the User Task activity.

The difference is that when configuring the Edit document activity on the Context tab you cannot choose Form type.

Execution time tab

This tab is similar to the Execution time tab of the Make decision tab.

Bind document attributes

This tab is the same as the Bind Document Attributes tab of the Create Document activity.

Edit document outgoing connector settings

Connector settings of the Edit document activity are partly similar to the connector settings of the Register document activity.

The difference is that only one status is available – Default Action. It means that the Edit document activity has only one outgoing connector.