Updates on Document Attributes for Business Processes

When a document gets published to the Document Manager (DM), the document attributes get updated by matching DEs from the BP record. If the matching DEs on the source record get updated during the life of the record, the corresponding DM attributes can get updated, if it has been configured in uDesigner to do so.

If the Update attributes for already published documents option is enabled on a BP Upper Form at a given step, the attributes of all record and line item published attachments will be updated according to the matching DEs between the record and the DM attribute form. Also:

If the Update attributes for already published documents option is enabled at multiple steps, the DM attributes gets updated at each such step.

For a Workflow type BP:

If the Update attributes for already published documents option is enabled on a current step, the DM attributes get updated as the record is routed to next step.

If the user causing the record to move to next step does not have Modify Properties permission on a document, the DM attributes get updated, if the Update attributes for already published documents option is enabled.

If the end step has an edit form, the DM attributes get updated at each save of the record, if the Update attributes for already published documents option is enabled.

For a non-Workflow type BP:

The attributes get updated when the record is Finish Edited, if the Update attributes for already published documents option is enabled.

If the user who edits the record does not have Modify Properties permission on a document, the DM attributes get updated, if the Update attributes for already published documents option is enabled.

For both Workflow and non-Workflow type BPs:

If the attribute on DM form is set to Formula or Auto-populate with a Constant Value, the attributes get updated from the BP if there are matching DEs with the BP form; however, when you manually open the Properties, and click OK, the Formula or Auto-populate with a Constant Value on the DE gets recalculated and repopulated.

If a BP record is created by attaching file(s) from the DM directly, and the Update attributes for already published documents option is enabled, the files are treated as a published document(s) and their attributes get updated as the record progresses in workflow, or the record is Finish Edited.

Note: If the Update attributes for already published documents option is not enabled, there will be no update of DM attributes as a record progresses in workflow, or the record is Finish Edited.

See Also