The Create Document Package activity combines several items of different apps into an item of one app. This activity is useful for sending and approving multiple documents, and is placed before the Send Document/App Item and Approval operations on the process diagram.
Let's take a closer look at how a document package can be approved during a business process. An employee creates several items of different apps, for example, a Contract, a Specification, and a Schedule. In the course of the business process, these documents are combined into a package and sent to the employee's manager for approval. The approved package is then sent to be signed or, if not approved, returns to the author for revision. After having revised and corrected the documents, the employee adds the new versions to the system, combines them into a package once again, and sends the package for approval as before.
Set up package creation
Step 1. Create context variables
In order to save the documents as a package and process it, you need to add an Arbitrary app variable on the Context tab of the business process.
Note that since a variable can store only one document package, you have to select the One option when creating it.
Also, on the Context tab, add corresponding App- type variables for each type of document that will be used in the package.
Step 2. Add documents to the business process
Let's see how documents are added in a Task. In this case, the user adds documents to the task page manually, either selecting existing app items or uploading new ones. Add the Task activity to the process diagram and double click to open its settings. Go to the Form tab and add the variables that you have previously created for the documents.
Step 3. Create document package
On the process diagram, place the Create document package element right after the Task activity. Open its settings.
- Name*. Enter a name that will be shown on the process diagram.
- Documents to combine*. Select the apps for the documents that will be added to the package.
- Document package*. Specify the variable of the Arbitrary app type that will store the package during the business process.
Step 4. Set up the "Send Document" or "Approval" activity
The next element in the process sequence is Send document or Approval. Place it on the process diagram, open the settings and specify the earlier created Arbitrary app variable in the Item to send* or Item to send for approval* field.
Let's take a look how a package is processed during Approval.
Sett up package approval
Place the Approval element on the process diagram and double click to open the settings.
In the Item to send for approval* field, specify the Arbitrary app variable that will store the document package. For more information on other settings, see Approval.
In the course of the process, the approver is assigned a task to review and approve the document package. He or she can read the documents included in the package, view the package approval sheets, and leave a comment for each of the documents.
When making a decision, the appover has to leave a comment, just as when approving a single document. This document will be displayed in the approval sheet on the page of each app item included in the package.
Approval results are shown on the task form and on the page of each item that was included in the package. To view them, click All sheets on the item's side panel.
A pop-up with approval sheet opens.
To download the approval sheet for the entire package as an .xlsx file, click . To open the list of documents from the package, click . You can learn more in Approval sheets.
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