Creating a document type

Document types classify the documents that belong to a case. Document types provide order to the many kinds of documents that can occur in a case. You can configure a case to start when a document of a specified document type is filed into the IBM® BPM content store. You can also set a precondition on an activity to start the activity when a document of a specified document type is filed in the IBM BPM content store

1. Select Cases from the library. Click +. In the Cases menu, select Document Type.
2. In the New Document Type dialog, enter a name for the document type.

   For example, if you were creating a document type for the Credit Card Dispute Resolution application, you might enter SupportingCustomerDocumentation.

3. Click Finish. The Document Type editor opens for your document type.
4. Enter the properties for the document type. The properties provide the structure for your document type. These properties become fields at run time when a business user enters information in them. You can use the following attributes:
   • List: the property is a list (or array).
   • Hidden: the business user cannot see the property in Process Portal, but it is visible in the IBM BPM content store.
   • Required: the property must be completed by the business user. The property is marked as required in Process Portal, and the user cannot proceed without entering a value for it.
   Restriction: A document property can reference only a custom simple type business object. It cannot reference a complex type business object or one of the simple types, such as a String, directly. Also, it cannot reference a custom simple type business object that has a base type of Selection.
   For example, SupportingCustomerDocumentation might have a property for the customer's credit card number with a required attribute. If all vendors were available in a list, another property might be the name of the vendor that sold the goods to the customer with a list attribute. Finally, there might be a property for a system where the document is stored with a hidden attribute.
5. Document properties also have display and symbolic names. The Display name field shows a generated name that is based on the property type. This name appears in Process Portal and on the case folder in the IBM BPM content store. The Symbolic name field shows a generated name that is based on the property type. The symbolic name is a unique identifier for the property within the IBM BPM content store. You can use this name for Content Management Interoperability Services (CMIS).