IBM FileNet P8, Version 5.2

Filing a document based on property value

In this Content Extended Operations example, a component step in a workflow will get a property value from a document, then file that document in the appropriate folder depending on the value of the property.

This example uses two operations and a decision expression in a single component step.

This example assumes that an object store has a custom document class "RELoanApplications" with a property "Loan Type". A document (a loan application) is stored in the object store and assigned to the RELoanApplications document class, with Loan Type set to either "Conforming" or "Jumbo". The workflow will get the value of Loan Type from the document (an attachment) and then file the document in one of two folders in the object store: Conform or Jumbo.

Determine the Symbolic Name of the document class property.
Before you develop the workflow, you need to determine the data type and symbolic name of the document class property you will use in the Content Platform Engine operation. To do this, use Administration Console for Content Platform Engine to locate the document class and check the data type of the property you want to use. In this example, Loan Type (data type: String) is displayed in a custom property of document class RELoanApplications.
- Custom document class: RELoanApplications
- Document class property (Display name): Loan Type
- Symbolic name: RELoanType
- Values: "Conforming" or "Jumbo"
In Property Templates you display the Properties for Loan Type, and note the Symbolic Name on the Properties tab—RELoanType.
In the workflow definition, define the appropriate attachments and data fields.
Using Process Designer, define the following attachments in the workflow properties.

Define the following data fields in the workflow properties. This data field will hold the value that is retrieved from the document property in the component step.

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On the workflow map, add the component step. Select the two operations and define the appropriate parameters for each operation.
1. In Process Designer, place the component step at the appropriate place in the workflow, then specify the operation for the component step by selecting both the file and getStringProperty operations. The operations must be re-ordered so that getStringProperty is executed first
2. Set the operation parameters for each as follows:
  For getStringProperty...
  
  For file...
  
  For destFolder expression, enter the following:
  
  If (ret_loan_type="Conforming"), folderConform, folderJumbo
When the workflow is launched, the user specifies a loan application (a document of the class RELoanApplications) for the loan_attachment. When the workflow reaches the component step, the getStringProperty operation gets the Loan Type value (either Conforming or Jumbo) from the document property, then the file operation files the document in the appropriate folder.