Document Sets

This page is accessed via Business Process Automation > Power Data > Document Generation > Document Types.

A document set is a set of documents which are to be sent to the subscribers. The documents are identified by document types and the subscribers are identified by the involved party qualifiers.

Adding a Document Set

1. Enter an unique identifier in the Document Set field.
2. Enter the name of the document set in the Name field.
3. Select the business object for which the document set will be applicable from the Owned by drop-down list.
4. Enter a description of the document set in the Description field.
5. Select the Compress the Documents check box to compress the documents and send them via email as an attached .zip file. If you do not select this check box, documents will be sent as individual attachments.
6. Select the Allow Sending of Partial Documents check box to send documents even if only documents of some of the document types are found on the business object. If you do not select this check box, documents are sent only when documents of all the document types mentioned in the document set are present on the business object.
7. Enter the involved party qualifier of the contact on the object that would be used as Reply-To for the emails in the Reply-To Involved Party Qualifier field.
8. Enter a contact ID in the Reply-To Contact field. This contact will receive the reply emails. The contact entered in this field will take precedence over the contact derived using the Reply-To Involved Party Qualifier field.

Document Types

Use this section to associate one or more document types with the document set.

1. Enter an ID in the Document Type ID field.

2. If the Allow Multiple Documents check box is selected and the Send Document Sets web action or agent action is performed, the application sends all the additional (ad-hoc) documents of the document type that are uploaded to a business object. If you don't select this check box, only the latest additional document uploaded for the document type will be sent. 

   Note: The Allow Multiple Documents check box only works for the additional documents of the document type that are uploaded to a business object. If the document type is a standard document type for the business object, then only the latest revision of the document associated with the specified document type will be sent irrespective of the Allow Multiple Documents check box selection.

3. Click Save.

Involved Party Qualifiers

Use this section to associate the document set with one or more involved party qualifiers. The qualifiers will be used to identify the subscribers to whom the communication is to be sent.

1. Enter an ID in the Involved Party Qualifier ID field.
2. Click Save.
3. Click Finished.